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 | $110,402 | $135,952-18.8% | $123,892-10.9% | $273,961-59.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.91% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,579 | $5,170-30.8% | $4,617-22.5% | $4,869-26.5% |
| Participant deferral / active EE | $10,582 | $6,343+66.8% | $5,984+76.8% | $5,287+100.1% |
| Admin fee / account holder | $657 | $9,817-93.3% | $8,357-92.1% | $10,132-93.5% |