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 | $117,507 | $176,812-33.5% | $146,665-19.9% | $167,490-29.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.51% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,890 | $5,160-63.4% | $4,136-54.3% | $4,837-60.9% |
| Participant deferral / active EE | $8,473 | $6,440+31.6% | $5,506+53.9% | $6,341+33.6% |
| Admin fee / account holder | $6,414 | $13,259-51.6% | $10,280-37.6% | $12,309-47.9% |