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 | $92,070 | $97,744-5.8% | $103,476-11.0% | $145,922-36.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 25.41%-13.6pp | 23.90%-12.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $15,193 | $4,677+224.9% | $4,672+225.2% | $4,660+226.1% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,623-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9,222 | $12,515-26.3% | $9,413-2.0% | $13,397-31.2% |