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 | $79,465 | $88,672-10.4% | $105,223-24.5% | $82,448-3.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 19.56% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,865 | $3,048-6.0% | $3,689-22.3% | $2,551+12.3% |
| Participant deferral / active EE | $6,599 | $4,036+63.5% | $5,072+30.1% | $4,139+59.4% |
| Admin fee / account holder | $4,958 | $7,146-30.6% | $8,859-44.0% | $7,234-31.5% |