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 | $111,321 | $124,281-10.4% | $109,143+2.0% | $167,490-33.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.35% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,572 | $4,207-38.9% | $3,722-30.9% | $4,837-46.8% |
| Participant deferral / active EE | $4,691 | $5,255-10.7% | $4,653+0.8% | $6,341-26.0% |
| Admin fee / account holder | $1,001 | $7,970-87.4% | $6,752-85.2% | $12,309-91.9% |