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 | $73,371 | $135,952-46.0% | $123,892-40.8% | $273,961-73.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.63% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $996 | $5,170-80.7% | $4,617-78.4% | $4,869-79.6% |
| Participant deferral / active EE | $3,396 | $6,343-46.5% | $5,984-43.3% | $5,287-35.8% |
| Admin fee / account holder | $1,035 | $9,817-89.5% | $8,357-87.6% | $10,132-89.8% |