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 | $82,429 | $89,753-8.2% | $107,525-23.3% | $84,808-2.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.41% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,784 | $3,113-42.7% | $3,754-52.5% | $2,631-32.2% |
| Participant deferral / active EE | $4,997 | $4,056+23.2% | $5,116-2.3% | $4,212+18.7% |
| Admin fee / account holder | $12,211 | $7,222+69.1% | $8,919+36.9% | $7,344+66.3% |