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 | $110,866 | $227,553-51.3% | $189,557-41.5% | $167,490-33.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.29% | 78.40%-67.1pp | 64.17%-52.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,176 | $5,316-77.9% | $4,412-73.3% | $4,837-75.7% |
| Participant deferral / active EE | $5,285 | $7,002-24.5% | $6,174-14.4% | $6,341-16.7% |
| Admin fee / account holder | $9,464 | $11,878-20.3% | $9,807-3.5% | $12,309-23.1% |