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 9-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 | $97,173 | $153,772-36.8% | $133,980-27.5% | $273,961-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.01% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,965 | $6,029-50.8% | $5,211-43.1% | $4,869-39.1% |
| Participant deferral / active EE | $2,965 | $6,958-57.4% | $6,282-52.8% | $5,287-43.9% |
| Admin fee / account holder | $3,280 | $11,765-72.1% | $9,324-64.8% | $10,132-67.6% |