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 | $104,793 | $111,754-6.2% | $103,333+1.4% | $145,922-28.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,957 | $4,212+17.7% | $3,868+28.2% | $4,660+6.4% |
| Participant deferral / active EE | $2,245 | $5,619-60.0% | $5,057-55.6% | $6,688-66.4% |
| Admin fee / account holder | $8,755 | $9,750-10.2% | $8,355+4.8% | $13,397-34.7% |