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 | $102,230 | $181,894-43.8% | $156,549-34.7% | $273,961-62.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.35% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,063 | $6,248-35.0% | $5,501-26.1% | $4,869-16.5% |
| Participant deferral / active EE | $3,471 | $5,550-37.5% | $4,871-28.7% | $5,287-34.3% |
| Admin fee / account holder | $792 | $15,559-94.9% | $13,027-93.9% | $10,132-92.2% |