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 | $68,686 | $135,952-49.5% | $123,892-44.6% | $273,961-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.17% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,823 | $5,170-64.7% | $4,617-60.5% | $4,869-62.6% |
| Participant deferral / active EE | $11,983 | $6,343+88.9% | $5,984+100.2% | $5,287+126.6% |
| Admin fee / account holder | $4,115 | $9,817-58.1% | $8,357-50.8% | $10,132-59.4% |