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 | $90,737 | $88,672+2.3% | $105,223-13.8% | $82,448+10.1% |
| Participation rate | 82.1% | 67.9%+14.1pp | 75.0%+7.0pp | 68.1%+14.0pp |
| Annual return | 14.86% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $12,673 | $3,048+315.8% | $3,689+243.6% | $2,551+396.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,173 | $7,146+0.4% | $8,859-19.0% | $7,234-0.8% |