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 | $95,503 | $149,734-36.2% | $118,925-19.7% | $158,922-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.13% | 19.95%-13.8pp | 35.88%-29.8pp | 302.83%-296.7pp |
| Employer contribution / active EE | $3,087 | $4,115-25.0% | $3,263-5.4% | $4,761-35.2% |
| Participant deferral / active EE | $3,329 | $5,223-36.3% | $4,265-21.9% | $5,982-44.3% |
| Admin fee / account holder | $1,615 | $8,603-81.2% | $6,581-75.5% | $11,246-85.6% |