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 | $83,583 | $95,266-12.3% | $82,389+1.4% | $142,382-41.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.69% | 25.74%-3.0pp | 28.67%-6.0pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,737 | $2,991-41.9% | $2,517-31.0% | $4,299-59.6% |
| Participant deferral / active EE | $3,387 | $4,809-29.6% | $4,155-18.5% | $6,507-48.0% |
| Admin fee / account holder | $21,829 | $8,563+154.9% | $7,231+201.9% | $12,624+72.9% |