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 | $76,049 | $135,952-44.1% | $123,892-38.6% | $273,961-72.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.09% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,734 | $5,170-66.4% | $4,617-62.4% | $4,869-64.4% |
| Participant deferral / active EE | $3,753 | $6,343-40.8% | $5,984-37.3% | $5,287-29.0% |
| Admin fee / account holder | $66,721 | $9,817+579.6% | $8,357+698.4% | $10,132+558.5% |