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 | $103,072 | $159,602-35.4% | $150,045-31.3% | $142,382-27.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,307 | $4,961-73.7% | $4,693-72.2% | $4,299-69.6% |
| Participant deferral / active EE | $2,477 | $8,310-70.2% | $7,997-69.0% | $6,507-61.9% |
| Admin fee / account holder | $7,417 | $14,846-50.0% | $13,435-44.8% | $12,624-41.2% |