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 | $64,597 | $135,952-52.5% | $123,892-47.9% | $273,961-76.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.58% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $19,743 | $5,170+281.9% | $4,617+327.6% | $4,869+305.5% |
| Participant deferral / active EE | $15,022 | $6,343+136.8% | $5,984+151.0% | $5,287+184.1% |
| Admin fee / account holder | $24,726 | $9,817+151.9% | $8,357+195.9% | $10,132+144.0% |