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 | $107,670 | $127,065-15.3% | $113,168-4.9% | $142,382-24.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.54% | 24.03%-6.5pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,471 | $3,442+0.8% | $2,975+16.7% | $4,299-19.3% |
| Participant deferral / active EE | $10,288 | $5,716+80.0% | $5,107+101.5% | $6,507+58.1% |
| Admin fee / account holder | $424 | $15,736-97.3% | $12,068-96.5% | $12,624-96.6% |