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 | $77,597 | $106,584-27.2% | $101,326-23.4% | $142,382-45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.24% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,523 | $3,956-10.9% | $3,665-3.9% | $4,299-18.1% |
| Participant deferral / active EE | $16,204 | $8,297+95.3% | $7,994+102.7% | $6,507+149.0% |
| Admin fee / account holder | $3,431 | $11,446-70.0% | $11,185-69.3% | $12,624-72.8% |