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 | $83,984 | $104,251-19.4% | $91,001-7.7% | $147,584-43.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.14% | 27.06%-13.9pp | 4.60%+8.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,777 | $3,116-10.9% | $2,456+13.1% | $4,876-43.0% |
| Participant deferral / active EE | $4,981 | $4,195+18.7% | $3,547+40.4% | $5,439-8.4% |
| Admin fee / account holder | $7,772 | $8,948-13.1% | $5,417+43.5% | $10,885-28.6% |