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 | $103,910 | $154,228-32.6% | $145,433-28.6% | $137,256-24.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.99% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,518 | $4,804-26.8% | $4,554-22.8% | $4,156-15.4% |
| Participant deferral / active EE | $9,545 | $8,216+16.2% | $7,897+20.9% | $6,407+49.0% |
| Admin fee / account holder | $4,188 | $14,344-70.8% | $13,129-68.1% | $12,270-65.9% |