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 | $99,781 | $127,386-21.7% | $115,037-13.3% | $125,391-20.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.89% | 31.28%-30.4pp | 26.14%-25.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $4,295 | $5,166-16.9% | $4,608-6.8% | $4,866-11.7% |
| Participant deferral / active EE | $10,014 | $6,423+55.9% | $6,026+66.2% | $5,352+87.1% |
| Admin fee / account holder | $1,936 | $9,516-79.7% | $8,175-76.3% | $9,540-79.7% |