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 | $84,742 | $81,208+4.4% | $98,907-14.3% | $79,858+6.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.96% | 60.99%-42.0pp | 196.43%-177.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,468 | $1,960+26.0% | $2,689-8.2% | $2,471-0.1% |
| Participant deferral / active EE | $3,247 | $3,265-0.6% | $4,244-23.5% | $3,740-13.2% |
| Admin fee / account holder | $3,728 | $6,013-38.0% | $6,642-43.9% | $5,306-29.7% |