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 | $95,093 | $110,257-13.8% | $96,544-1.5% | $139,434-31.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.31% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,107 | $3,620-41.8% | $2,965-28.9% | $4,751-55.7% |
| Participant deferral / active EE | $4,261 | $5,548-23.2% | $4,851-12.2% | $6,710-36.5% |
| Admin fee / account holder | $10,042 | $11,591-13.4% | $8,252+21.7% | $11,403-11.9% |