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 | $84,936 | $127,264-33.3% | $109,895-22.7% | $167,490-49.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.50% | 22.97%-10.5pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $5,309 | $3,322+59.8% | $2,842+86.8% | $4,837+9.8% |
| Participant deferral / active EE | $4,736 | $4,514+4.9% | $4,048+17.0% | $6,341-25.3% |
| Admin fee / account holder | $2,373 | $7,114-66.6% | $6,066-60.9% | $12,309-80.7% |