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 | $73,592 | $153,772-52.1% | $133,980-45.1% | $273,961-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.08% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $3,480 | $6,029-42.3% | $5,211-33.2% | $4,869-28.5% |
| Participant deferral / active EE | $8,514 | $6,958+22.4% | $6,282+35.5% | $5,287+61.0% |
| Admin fee / account holder | $29,905 | $11,765+154.2% | $9,324+220.7% | $10,132+195.2% |