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 | $95,400 | $135,952-29.8% | $123,892-23.0% | $273,961-65.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,174 | $5,170-38.6% | $4,617-31.3% | $4,869-34.8% |
| Participant deferral / active EE | $8,851 | $6,343+39.5% | $5,984+47.9% | $5,287+67.4% |
| Admin fee / account holder | $3,777 | $9,817-61.5% | $8,357-54.8% | $10,132-62.7% |