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 | $76,334 | $116,175-34.3% | $93,606-18.5% | $152,861-50.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.55% | 35.96%-8.4pp | 32.76%-5.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,706 | $3,218-15.9% | $2,718-0.5% | $4,762-43.2% |
| Participant deferral / active EE | $3,674 | $4,603-20.2% | $4,069-9.7% | $5,850-37.2% |
| Admin fee / account holder | $1,044 | $10,748-90.3% | $7,888-86.8% | $11,596-91.0% |