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 | $93,364 | $127,386-26.7% | $115,037-18.8% | $125,391-25.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.24% | 31.28%-28.0pp | 26.14%-22.9pp | 282.22%-279.0pp |
| Employer contribution / active EE | $2,857 | $5,166-44.7% | $4,608-38.0% | $4,866-41.3% |
| Participant deferral / active EE | $6,504 | $6,423+1.3% | $6,026+7.9% | $5,352+21.5% |
| Admin fee / account holder | $1,656 | $9,516-82.6% | $8,175-79.7% | $9,540-82.6% |