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 | $71,079 | $135,952-47.7% | $123,892-42.6% | $273,961-74.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.02% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,824 | $5,170-6.7% | $4,617+4.5% | $4,869-0.9% |
| Participant deferral / active EE | $3,178 | $6,343-49.9% | $5,984-46.9% | $5,287-39.9% |
| Admin fee / account holder | $14,198 | $9,817+44.6% | $8,357+69.9% | $10,132+40.1% |