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 | $99,141 | $95,803+3.5% | $113,168-12.4% | $84,808+16.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,618 | $2,360+10.9% | $2,975-12.0% | $2,631-0.5% |
| Participant deferral / active EE | $3,056 | $4,242-27.9% | $5,107-40.1% | $4,212-27.4% |
| Admin fee / account holder | $694 | $8,989-92.3% | $12,068-94.2% | $7,344-90.5% |