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 | $105,713 | $127,065-16.8% | $113,168-6.6% | $142,382-25.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.45% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,695 | $3,442-50.8% | $2,975-43.0% | $4,299-60.6% |
| Participant deferral / active EE | $6,856 | $5,716+19.9% | $5,107+34.2% | $6,507+5.4% |
| Admin fee / account holder | $2,838 | $15,736-82.0% | $12,068-76.5% | $12,624-77.5% |