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 | $88,191 | $127,065-30.6% | $113,168-22.1% | $142,382-38.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.47% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,637 | $3,442+5.7% | $2,975+22.2% | $4,299-15.4% |
| Participant deferral / active EE | $5,419 | $5,716-5.2% | $5,107+6.1% | $6,507-16.7% |
| Admin fee / account holder | $28,009 | $15,736+78.0% | $12,068+132.1% | $12,624+121.9% |