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 | $94,291 | $148,534-36.5% | $135,903-30.6% | $139,434-32.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.40% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,488 | $5,243-14.4% | $4,856-7.6% | $4,751-5.5% |
| Participant deferral / active EE | $8,733 | $8,100+7.8% | $7,758+12.6% | $6,710+30.2% |
| Admin fee / account holder | $8,453 | $12,400-31.8% | $10,762-21.5% | $11,403-25.9% |