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 | $87,661 | $177,572-50.6% | $154,803-43.4% | $142,382-38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.59% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,524 | $4,810-68.3% | $4,305-64.6% | $4,299-64.5% |
| Participant deferral / active EE | $4,723 | $6,272-24.7% | $5,540-14.8% | $6,507-27.4% |
| Admin fee / account holder | $1,010 | $16,786-94.0% | $14,329-92.9% | $12,624-92.0% |