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 | $61,281 | $135,952-54.9% | $123,892-50.5% | $273,961-77.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,365 | $5,170+3.8% | $4,617+16.2% | $4,869+10.2% |
| Participant deferral / active EE | $10,054 | $6,343+58.5% | $5,984+68.0% | $5,287+90.2% |
| Admin fee / account holder | $1,910 | $9,817-80.5% | $8,357-77.1% | $10,132-81.2% |