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 | $106,705 | $110,257-3.2% | $96,544+10.5% | $139,434-23.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.16% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,656 | $3,620-54.2% | $2,965-44.1% | $4,751-65.1% |
| Participant deferral / active EE | $3,081 | $5,548-44.5% | $4,851-36.5% | $6,710-54.1% |
| Admin fee / account holder | $2,726 | $11,591-76.5% | $8,252-67.0% | $11,403-76.1% |