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 | $104,294 | $127,065-17.9% | $113,168-7.8% | $142,382-26.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.23% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,332 | $3,442-3.2% | $2,975+12.0% | $4,299-22.5% |
| Participant deferral / active EE | $5,131 | $5,716-10.2% | $5,107+0.5% | $6,507-21.2% |
| Admin fee / account holder | $30,045 | $15,736+90.9% | $12,068+149.0% | $12,624+138.0% |