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 | $91,637 | $135,952-32.6% | $123,892-26.0% | $273,961-66.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,716 | $5,170-47.5% | $4,617-41.2% | $4,869-44.2% |
| Participant deferral / active EE | $9,388 | $6,343+48.0% | $5,984+56.9% | $5,287+77.6% |
| Admin fee / account holder | $682 | $9,817-93.1% | $8,357-91.8% | $10,132-93.3% |