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 | $86,717 | $104,251-16.8% | $91,001-4.7% | $147,584-41.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.40% | 27.06%-9.7pp | 4.60%+12.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,095 | $3,116-0.7% | $2,456+26.0% | $4,876-36.5% |
| Participant deferral / active EE | $7,967 | $4,195+89.9% | $3,547+124.6% | $5,439+46.5% |
| Admin fee / account holder | $12,436 | $8,948+39.0% | $5,417+129.6% | $10,885+14.2% |