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 | $96,209 | $112,729-14.7% | $98,716-2.5% | $137,256-29.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.24% | 38.48%-19.2pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,068 | $2,725+49.3% | $2,279+78.5% | $4,156-2.1% |
| Participant deferral / active EE | $6,393 | $4,640+37.8% | $4,048+57.9% | $6,407-0.2% |
| Admin fee / account holder | $5,685 | $10,129-43.9% | $8,703-34.7% | $12,270-53.7% |