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 | $84,216 | $91,552-8.0% | $133,956-37.1% | $79,858+5.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.93% | 61.85%-43.9pp | 45.09%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,313 | $2,384-3.0% | $3,919-41.0% | $2,471-6.4% |
| Participant deferral / active EE | $2,355 | $3,733-36.9% | $5,048-53.3% | $3,740-37.0% |
| Admin fee / account holder | $2,975 | $6,321-52.9% | $8,927-66.7% | $5,306-43.9% |