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 | $45,484 | $135,952-66.5% | $123,892-63.3% | $273,961-83.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,254 | $5,170-56.4% | $4,617-51.2% | $4,869-53.7% |
| Participant deferral / active EE | $3,143 | $6,343-50.5% | $5,984-47.5% | $5,287-40.6% |
| Admin fee / account holder | $1,534 | $9,817-84.4% | $8,357-81.6% | $10,132-84.9% |