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 | $85,922 | $104,251-17.6% | $91,001-5.6% | $147,584-41.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.83% | 27.06%-15.2pp | 4.60%+7.2pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,437 | $3,116-21.8% | $2,456-0.8% | $4,876-50.0% |
| Participant deferral / active EE | $4,739 | $4,195+13.0% | $3,547+33.6% | $5,439-12.9% |
| Admin fee / account holder | $4,355 | $8,948-51.3% | $5,417-19.6% | $10,885-60.0% |