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 | $91,467 | $127,065-28.0% | $113,168-19.2% | $142,382-35.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.42% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.7pp |
| Employer contribution / active EE | $4,776 | $3,442+38.8% | $2,975+60.5% | $4,299+11.1% |
| Participant deferral / active EE | $6,753 | $5,716+18.1% | $5,107+32.2% | $6,507+3.8% |
| Admin fee / account holder | $5,604 | $15,736-64.4% | $12,068-53.6% | $12,624-55.6% |