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 | $83,518 | $94,752-11.9% | $112,887-26.0% | $139,434-40.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.43% | 40.88%-25.5pp | 34.10%-18.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $8,081 | $4,625+74.7% | $4,563+77.1% | $4,751+70.1% |
| Participant deferral / active EE | $5,229 | $6,512-19.7% | $6,513-19.7% | $6,710-22.1% |
| Admin fee / account holder | $7,995 | $8,527-6.2% | $7,047+13.4% | $11,403-29.9% |