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 | $72,904 | $135,952-46.4% | $123,892-41.2% | $273,961-73.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.80% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,347 | $5,170-54.6% | $4,617-49.2% | $4,869-51.8% |
| Participant deferral / active EE | $12,365 | $6,343+95.0% | $5,984+106.6% | $5,287+133.9% |
| Admin fee / account holder | $968 | $9,817-90.1% | $8,357-88.4% | $10,132-90.4% |