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 | $71,601 | $135,952-47.3% | $123,892-42.2% | $273,961-73.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.63% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,767 | $5,170-65.8% | $4,617-61.7% | $4,869-63.7% |
| Participant deferral / active EE | $12,933 | $6,343+103.9% | $5,984+116.1% | $5,287+144.6% |
| Admin fee / account holder | $3,953 | $9,817-59.7% | $8,357-52.7% | $10,132-61.0% |