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 | $75,504 | $135,952-44.5% | $123,892-39.1% | $273,961-72.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.82% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,562 | $5,170-11.8% | $4,617-1.2% | $4,869-6.3% |
| Participant deferral / active EE | $4,750 | $6,343-25.1% | $5,984-20.6% | $5,287-10.2% |
| Admin fee / account holder | $14,714 | $9,817+49.9% | $8,357+76.1% | $10,132+45.2% |