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 | $58,819 | $135,952-56.7% | $123,892-52.5% | $273,961-78.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.96% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,610 | $5,170-30.2% | $4,617-21.8% | $4,869-25.9% |
| Participant deferral / active EE | $5,974 | $6,343-5.8% | $5,984-0.2% | $5,287+13.0% |
| Admin fee / account holder | $24,993 | $9,817+154.6% | $8,357+199.1% | $10,132+146.7% |