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 | $113,382 | $127,065-10.8% | $113,168+0.2% | $142,382-20.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.69% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,073 | $3,442-68.8% | $2,975-63.9% | $4,299-75.0% |
| Participant deferral / active EE | $3,576 | $5,716-37.4% | $5,107-30.0% | $6,507-45.0% |
| Admin fee / account holder | $1,661 | $15,736-89.4% | $12,068-86.2% | $12,624-86.8% |