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 | $87,103 | $107,452-18.9% | $91,541-4.8% | $142,382-38.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.69% | 22.06%-5.4pp | 20.50%-3.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,448 | $2,994-18.2% | $2,505-2.2% | $4,299-43.0% |
| Participant deferral / active EE | $5,679 | $4,754+19.4% | $4,008+41.7% | $6,507-12.7% |
| Admin fee / account holder | $1,054 | $8,834-88.1% | $6,956-84.9% | $12,624-91.7% |