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 | $98,955 | $152,460-35.1% | $118,746-16.7% | $147,584-32.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.97% | 17.41%-4.4pp | 24.54%-11.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,902 | $5,046-42.5% | $4,193-30.8% | $4,876-40.5% |
| Participant deferral / active EE | $5,554 | $6,212-10.6% | $5,332+4.2% | $5,439+2.1% |
| Admin fee / account holder | $22,387 | $16,953+32.1% | $10,720+108.8% | $10,885+105.7% |