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 | $74,619 | $78,103-4.5% | $289,028-74.2% | $116,875-36.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 14.96% | 15.26%-0.3pp | 243.94%-229.0pp | 16.29%-1.3pp |
| Employer contribution / active EE | $2,239 | $2,718-17.6% | $6,326-64.6% | $3,288-31.9% |
| Participant deferral / active EE | $4,712 | $2,921+61.3% | $4,804-1.9% | $3,885+21.3% |
| Admin fee / account holder | $9,646 | $8,683+11.1% | $14,050-31.3% | $12,263-21.3% |