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 | $105,953 | $124,281-14.7% | $109,143-2.9% | $167,490-36.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.97% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,288 | $4,207-69.4% | $3,722-65.4% | $4,837-73.4% |
| Participant deferral / active EE | $3,042 | $5,255-42.1% | $4,653-34.6% | $6,341-52.0% |
| Admin fee / account holder | $580 | $7,970-92.7% | $6,752-91.4% | $12,309-95.3% |