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 | $23,718 | $135,952-82.6% | $123,892-80.9% | $273,961-91.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 23.57% | 56.63%-33.1pp | 47.52%-23.9pp | 41.45%-17.9pp |
| Employer contribution / active EE | $3,658 | $5,170-29.2% | $4,617-20.8% | $4,869-24.9% |
| Participant deferral / active EE | $11,870 | $6,343+87.1% | $5,984+98.4% | $5,287+124.5% |
| Admin fee / account holder | $2,450 | $9,817-75.0% | $8,357-70.7% | $10,132-75.8% |