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 | $97,245 | $133,922-27.4% | $116,228-16.3% | $142,382-31.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.97% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,014 | $3,446-12.5% | $2,994+0.7% | $4,299-29.9% |
| Participant deferral / active EE | $5,688 | $5,672+0.3% | $4,953+14.8% | $6,507-12.6% |
| Admin fee / account holder | $4,587 | $14,945-69.3% | $11,989-61.7% | $12,624-63.7% |