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 | $76,016 | $127,386-40.3% | $115,037-33.9% | $125,391-39.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.48% | 31.28%-25.8pp | 26.14%-20.7pp | 282.22%-276.7pp |
| Employer contribution / active EE | $1,859 | $5,166-64.0% | $4,608-59.7% | $4,866-61.8% |
| Participant deferral / active EE | $2,669 | $6,423-58.4% | $6,026-55.7% | $5,352-50.1% |
| Admin fee / account holder | $10,094 | $9,516+6.1% | $8,175+23.5% | $9,540+5.8% |