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 | $103,283 | $95,266+8.4% | $82,389+25.4% | $142,382-27.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.00% | 25.74%-10.7pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,747 | $2,991-8.2% | $2,517+9.1% | $4,299-36.1% |
| Participant deferral / active EE | $2,865 | $4,809-40.4% | $4,155-31.0% | $6,507-56.0% |
| Admin fee / account holder | $493 | $8,563-94.2% | $7,231-93.2% | $12,624-96.1% |