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 | $122,324 | $135,952-10.0% | $123,892-1.3% | $273,961-55.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.91% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,711 | $5,170-28.2% | $4,617-19.6% | $4,869-23.8% |
| Participant deferral / active EE | $10,818 | $6,343+70.6% | $5,984+80.8% | $5,287+104.6% |
| Admin fee / account holder | $1,420 | $9,817-85.5% | $8,357-83.0% | $10,132-86.0% |