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 | $100,253 | $111,754-10.3% | $103,333-3.0% | $145,922-31.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 24.77%-12.3pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,911 | $4,212-7.2% | $3,868+1.1% | $4,660-16.1% |
| Participant deferral / active EE | $9,087 | $5,619+61.7% | $5,057+79.7% | $6,688+35.9% |
| Admin fee / account holder | $4,206 | $9,750-56.9% | $8,355-49.7% | $13,397-68.6% |