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 | $101,746 | $135,952-25.2% | $123,892-17.9% | $273,961-62.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.17% | 56.63%-47.5pp | 47.52%-38.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $6,833 | $5,170+32.2% | $4,617+48.0% | $4,869+40.3% |
| Participant deferral / active EE | $5,055 | $6,343-20.3% | $5,984-15.5% | $5,287-4.4% |
| Admin fee / account holder | $923 | $9,817-90.6% | $8,357-89.0% | $10,132-90.9% |