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 | $93,587 | $135,952-31.2% | $123,892-24.5% | $273,961-65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.02% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,028 | $5,170-60.8% | $4,617-56.1% | $4,869-58.3% |
| Participant deferral / active EE | $4,054 | $6,343-36.1% | $5,984-32.3% | $5,287-23.3% |
| Admin fee / account holder | $32,222 | $9,817+228.2% | $8,357+285.6% | $10,132+218.0% |