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 | $109,889 | $106,584+3.1% | $101,326+8.5% | $142,382-22.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.83% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,837 | $3,956-28.3% | $3,665-22.6% | $4,299-34.0% |
| Participant deferral / active EE | $5,071 | $8,297-38.9% | $7,994-36.6% | $6,507-22.1% |
| Admin fee / account holder | $1,782 | $11,446-84.4% | $11,185-84.1% | $12,624-85.9% |