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 7-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 | $97,630 | $106,584-8.4% | $101,326-3.6% | $142,382-31.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.27% | 36.93%-21.7pp | 36.82%-21.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,143 | $3,956-45.8% | $3,665-41.5% | $4,299-50.2% |
| Participant deferral / active EE | $12,556 | $8,297+51.3% | $7,994+57.1% | $6,507+93.0% |
| Admin fee / account holder | $5,245 | $11,446-54.2% | $11,185-53.1% | $12,624-58.4% |