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 | $120,016 | $135,952-11.7% | $123,892-3.1% | $273,961-56.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.44% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,319 | $5,170-16.5% | $4,617-6.5% | $4,869-11.3% |
| Participant deferral / active EE | $9,291 | $6,343+46.5% | $5,984+55.3% | $5,287+75.7% |
| Admin fee / account holder | $4,113 | $9,817-58.1% | $8,357-50.8% | $10,132-59.4% |