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 | $96,325 | $106,584-9.6% | $101,326-4.9% | $142,382-32.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.25% | 36.93%-23.7pp | 36.82%-23.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $693 | $3,956-82.5% | $3,665-81.1% | $4,299-83.9% |
| Participant deferral / active EE | $3,026 | $8,297-63.5% | $7,994-62.1% | $6,507-53.5% |
| Admin fee / account holder | $790 | $11,446-93.1% | $11,185-92.9% | $12,624-93.7% |