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 | $82,295 | $103,376-20.4% | $87,100-5.5% | $152,861-46.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.78% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,975 | $3,220-7.6% | $2,521+18.0% | $4,762-37.5% |
| Participant deferral / active EE | $3,586 | $4,778-24.9% | $4,049-11.4% | $5,850-38.7% |
| Admin fee / account holder | $21,313 | $12,205+74.6% | $7,497+184.3% | $11,596+83.8% |