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 | $113,878 | $124,425-8.5% | $112,040+1.6% | $137,256-17.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.92% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,221 | $3,411-34.9% | $2,954-24.8% | $4,156-46.6% |
| Participant deferral / active EE | $5,320 | $5,718-7.0% | $5,098+4.4% | $6,407-17.0% |
| Admin fee / account holder | $8,534 | $15,207-43.9% | $12,098-29.5% | $12,270-30.4% |