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 | $79,045 | $85,022-7.0% | $70,515+12.1% | $139,434-43.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.01% | 30.38%-19.4pp | 32.77%-21.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,896 | $3,909-25.9% | $2,973-2.6% | $4,751-39.0% |
| Participant deferral / active EE | $6,767 | $5,890+14.9% | $4,567+48.2% | $6,710+0.8% |
| Admin fee / account holder | $5,371 | $8,906-39.7% | $6,412-16.2% | $11,403-52.9% |