See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,052 | $135,952-11.7% | $123,892-3.1% | $273,961-56.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.32% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $895 | $5,170-82.7% | $4,617-80.6% | $4,869-81.6% |
| Participant deferral / active EE | $6,132 | $6,343-3.3% | $5,984+2.5% | $5,287+16.0% |
| Admin fee / account holder | $5,801 | $9,817-40.9% | $8,357-30.6% | $10,132-42.7% |