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 | $93,506 | $124,281-24.8% | $109,143-14.3% | $167,490-44.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.66% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,198 | $4,207-47.8% | $3,722-41.0% | $4,837-54.6% |
| Participant deferral / active EE | $4,748 | $5,255-9.7% | $4,653+2.0% | $6,341-25.1% |
| Admin fee / account holder | $3,419 | $7,970-57.1% | $6,752-49.4% | $12,309-72.2% |