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 | $103,071 | $124,319-17.1% | $111,297-7.4% | $167,490-38.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.29% | 37.44%-26.1pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,498 | $3,435-27.3% | $2,731-8.5% | $4,837-48.4% |
| Participant deferral / active EE | $4,717 | $5,180-8.9% | $4,487+5.1% | $6,341-25.6% |
| Admin fee / account holder | $575 | $10,618-94.6% | $7,964-92.8% | $12,309-95.3% |