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 | $76,019 | $111,301-31.7% | $112,977-32.7% | $158,922-52.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.51% | 26.40%-10.9pp | 24.24%-8.7pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,650 | $4,471-63.1% | $4,255-61.2% | $4,761-65.3% |
| Participant deferral / active EE | $3,147 | $5,880-46.5% | $5,836-46.1% | $5,982-47.4% |
| Admin fee / account holder | $964 | $8,392-88.5% | $6,294-84.7% | $11,246-91.4% |