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 | $95,692 | $149,679-36.1% | $117,039-18.2% | $147,584-35.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.73% | 19.31%-2.6pp | 18.95%-2.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,955 | $4,937-19.9% | $3,785+4.5% | $4,876-18.9% |
| Participant deferral / active EE | $5,172 | $4,912+5.3% | $3,929+31.6% | $5,439-4.9% |
| Admin fee / account holder | $1,621 | $7,856-79.4% | $5,974-72.9% | $10,885-85.1% |