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 | $76,586 | $135,952-43.7% | $123,892-38.2% | $273,961-72.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,223 | $5,170-37.7% | $4,617-30.2% | $4,869-33.8% |
| Participant deferral / active EE | $4,520 | $6,343-28.7% | $5,984-24.5% | $5,287-14.5% |
| Admin fee / account holder | $6,894 | $9,817-29.8% | $8,357-17.5% | $10,132-32.0% |