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 | $104,355 | $162,781-35.9% | $133,956-22.1% | $158,922-34.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.44% | 41.94%-28.5pp | 45.09%-31.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,226 | $4,975-55.3% | $3,919-43.2% | $4,761-53.3% |
| Participant deferral / active EE | $2,780 | $5,911-53.0% | $5,048-44.9% | $5,982-53.5% |
| Admin fee / account holder | $13,839 | $11,736+17.9% | $8,927+55.0% | $11,246+23.1% |