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 | $122,673 | $153,772-20.2% | $133,980-8.4% | $273,961-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.36% | 36.51%-31.2pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $10,000 | $6,029+65.9% | $5,211+91.9% | $4,869+105.4% |
| Participant deferral / active EE | $5,058 | $6,958-27.3% | $6,282-19.5% | $5,287-4.3% |
| Admin fee / account holder | $23,829 | $11,765+102.5% | $9,324+155.6% | $10,132+135.2% |