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 | $95,841 | $135,952-29.5% | $123,892-22.6% | $273,961-65.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $14,928 | $5,170+188.8% | $4,617+223.3% | $4,869+206.6% |
| Participant deferral / active EE | $2,786 | $6,343-56.1% | $5,984-53.5% | $5,287-47.3% |
| Admin fee / account holder | $4,708 | $9,817-52.0% | $8,357-43.7% | $10,132-53.5% |