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 | $39,030 | $135,952-71.3% | $123,892-68.5% | $273,961-85.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.86% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,550 | $5,170-31.3% | $4,617-23.1% | $4,869-27.1% |
| Participant deferral / active EE | $9,006 | $6,343+42.0% | $5,984+50.5% | $5,287+70.3% |
| Admin fee / account holder | $2,973 | $9,817-69.7% | $8,357-64.4% | $10,132-70.7% |