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 | $90,720 | $135,952-33.3% | $123,892-26.8% | $273,961-66.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.83% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,164 | $5,170-19.5% | $4,617-9.8% | $4,869-14.5% |
| Participant deferral / active EE | $3,292 | $6,343-48.1% | $5,984-45.0% | $5,287-37.7% |
| Admin fee / account holder | $1,247 | $9,817-87.3% | $8,357-85.1% | $10,132-87.7% |