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 | $94,346 | $110,257-14.4% | $96,544-2.3% | $139,434-32.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.95% | 26.32%-16.4pp | 25.84%-15.9pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,962 | $3,620-18.2% | $2,965-0.1% | $4,751-37.6% |
| Participant deferral / active EE | $3,573 | $5,548-35.6% | $4,851-26.4% | $6,710-46.8% |
| Admin fee / account holder | $5,479 | $11,591-52.7% | $8,252-33.6% | $11,403-52.0% |