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 | $104,174 | $127,065-18.0% | $113,168-7.9% | $142,382-26.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.80% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,989 | $3,442-42.2% | $2,975-33.2% | $4,299-53.7% |
| Participant deferral / active EE | $2,486 | $5,716-56.5% | $5,107-51.3% | $6,507-61.8% |
| Admin fee / account holder | $1,198 | $15,736-92.4% | $12,068-90.1% | $12,624-90.5% |