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 | $94,787 | $111,754-15.2% | $103,333-8.3% | $145,922-35.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.33% | 24.77%-14.4pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,826 | $4,212-9.2% | $3,868-1.1% | $4,660-17.9% |
| Participant deferral / active EE | $5,774 | $5,619+2.8% | $5,057+14.2% | $6,688-13.7% |
| Admin fee / account holder | $1,019 | $9,750-89.6% | $8,355-87.8% | $13,397-92.4% |