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 | $94,883 | $135,952-30.2% | $123,892-23.4% | $273,961-65.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.72% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,533 | $5,170-31.7% | $4,617-23.5% | $4,869-27.4% |
| Participant deferral / active EE | $9,005 | $6,343+42.0% | $5,984+50.5% | $5,287+70.3% |
| Admin fee / account holder | $1,841 | $9,817-81.3% | $8,357-78.0% | $10,132-81.8% |