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 | $86,699 | $100,970-14.1% | $96,576-10.2% | $137,256-36.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.44% | 38.16%-10.7pp | 38.47%-11.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $6,791 | $3,809+78.3% | $3,553+91.1% | $4,156+63.4% |
| Participant deferral / active EE | $9,155 | $8,286+10.5% | $7,956+15.1% | $6,407+42.9% |
| Admin fee / account holder | $756 | $11,312-93.3% | $11,381-93.4% | $12,270-93.8% |