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 | $102,389 | $153,311-33.2% | $109,313-6.3% | $273,961-62.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.06% | 29.86%-22.8pp | 22.07%-15.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,974 | $5,619-64.9% | $3,892-49.3% | $4,869-59.5% |
| Participant deferral / active EE | $6,289 | $3,932+60.0% | $3,166+98.6% | $5,287+19.0% |
| Admin fee / account holder | $672 | $8,076-91.7% | $5,666-88.1% | $10,132-93.4% |