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 | $114,173 | $124,281-8.1% | $109,143+4.6% | $167,490-31.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.30% | 26.04%-11.7pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $817 | $4,207-80.6% | $3,722-78.0% | $4,837-83.1% |
| Participant deferral / active EE | $4,340 | $5,255-17.4% | $4,653-6.7% | $6,341-31.6% |
| Admin fee / account holder | $1,172 | $7,970-85.3% | $6,752-82.6% | $12,309-90.5% |