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 | $111,752 | $127,065-12.1% | $113,168-1.3% | $142,382-21.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.31% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,129 | $3,442-38.2% | $2,975-28.5% | $4,299-50.5% |
| Participant deferral / active EE | $4,224 | $5,716-26.1% | $5,107-17.3% | $6,507-35.1% |
| Admin fee / account holder | $20,229 | $15,736+28.6% | $12,068+67.6% | $12,624+60.2% |