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 | $55,498 | $90,503-38.7% | $78,689-29.5% | $273,961-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.77% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,966 | $3,176+24.9% | $2,851+39.1% | $4,869-18.5% |
| Participant deferral / active EE | $3,040 | $3,901-22.1% | $3,517-13.5% | $5,287-42.5% |
| Admin fee / account holder | $324 | $5,263-93.9% | $4,510-92.8% | $10,132-96.8% |