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 | $114,056 | $135,952-16.1% | $123,892-7.9% | $273,961-58.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.84% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $3,226 | $5,170-37.6% | $4,617-30.1% | $4,869-33.8% |
| Participant deferral / active EE | $6,703 | $6,343+5.7% | $5,984+12.0% | $5,287+26.8% |
| Admin fee / account holder | $60,477 | $9,817+516.0% | $8,357+623.7% | $10,132+496.9% |