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 | $64,517 | $135,952-52.5% | $123,892-47.9% | $273,961-76.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,666 | $5,170+9.6% | $4,617+22.7% | $4,869+16.4% |
| Participant deferral / active EE | $8,230 | $6,343+29.7% | $5,984+37.5% | $5,287+55.7% |
| Admin fee / account holder | $6,029 | $9,817-38.6% | $8,357-27.9% | $10,132-40.5% |