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 | $64,103 | $135,952-52.8% | $123,892-48.3% | $273,961-76.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.35% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,704 | $5,170-28.4% | $4,617-19.8% | $4,869-23.9% |
| Participant deferral / active EE | $6,370 | $6,343+0.4% | $5,984+6.4% | $5,287+20.5% |
| Admin fee / account holder | $4,104 | $9,817-58.2% | $8,357-50.9% | $10,132-59.5% |