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 | $85,049 | $95,266-10.7% | $82,389+3.2% | $142,382-40.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.79% | 25.74%-9.9pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,469 | $2,991+16.0% | $2,517+37.8% | $4,299-19.3% |
| Participant deferral / active EE | $8,393 | $4,809+74.5% | $4,155+102.0% | $6,507+29.0% |
| Admin fee / account holder | $314 | $8,563-96.3% | $7,231-95.7% | $12,624-97.5% |