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 | $89,753-11.5% | $107,525-26.1% | $84,808-6.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.56% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,865 | $3,113-8.0% | $3,754-23.7% | $2,631+8.9% |
| Participant deferral / active EE | $6,599 | $4,056+62.7% | $5,116+29.0% | $4,212+56.7% |
| Admin fee / account holder | $4,958 | $7,222-31.3% | $8,919-44.4% | $7,344-32.5% |