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 9-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 | $91,258 | $100,970-9.6% | $96,576-5.5% | $137,256-33.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.53% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $5,538 | $3,809+45.4% | $3,553+55.8% | $4,156+33.2% |
| Participant deferral / active EE | $14,703 | $8,286+77.4% | $7,956+84.8% | $6,407+129.5% |
| Admin fee / account holder | $3,695 | $11,312-67.3% | $11,381-67.5% | $12,270-69.9% |