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 | $103,242 | $133,922-22.9% | $116,228-11.2% | $142,382-27.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.83% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,833 | $3,446-17.8% | $2,994-5.4% | $4,299-34.1% |
| Participant deferral / active EE | $9,148 | $5,672+61.3% | $4,953+84.7% | $6,507+40.6% |
| Admin fee / account holder | $5,666 | $14,945-62.1% | $11,989-52.7% | $12,624-55.1% |