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 | $26,621 | $135,952-80.4% | $123,892-78.5% | $273,961-90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.59% | 56.63%-43.0pp | 47.52%-33.9pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,321 | $5,170-74.5% | $4,617-71.4% | $4,869-72.9% |
| Participant deferral / active EE | $2,071 | $6,343-67.3% | $5,984-65.4% | $5,287-60.8% |
| Admin fee / account holder | $1,551 | $9,817-84.2% | $8,357-81.4% | $10,132-84.7% |