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 | $36,555 | $135,952-73.1% | $123,892-70.5% | $273,961-86.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.82% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $9,951 | $5,170+92.5% | $4,617+115.5% | $4,869+104.4% |
| Participant deferral / active EE | $4,858 | $6,343-23.4% | $5,984-18.8% | $5,287-8.1% |
| Admin fee / account holder | $6,818 | $9,817-30.6% | $8,357-18.4% | $10,132-32.7% |