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 | $97,324 | $118,450-17.8% | $98,439-1.1% | $139,434-30.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 18.94%-2.8pp | 21.16%-5.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,716 | $3,609-52.5% | $3,048-43.7% | $4,751-63.9% |
| Participant deferral / active EE | $5,141 | $5,392-4.6% | $4,738+8.5% | $6,710-23.4% |
| Admin fee / account holder | $1,037 | $14,026-92.6% | $8,948-88.4% | $11,403-90.9% |