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 | $94,781 | $95,803-1.1% | $113,168-16.2% | $84,808+11.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.52% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,539 | $2,360+7.6% | $2,975-14.7% | $2,631-3.5% |
| Participant deferral / active EE | $3,129 | $4,242-26.2% | $5,107-38.7% | $4,212-25.7% |
| Admin fee / account holder | $1,627 | $8,989-81.9% | $12,068-86.5% | $7,344-77.8% |