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 | $99,371 | $127,065-21.8% | $113,168-12.2% | $142,382-30.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.02% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,268 | $3,442-34.1% | $2,975-23.8% | $4,299-47.2% |
| Participant deferral / active EE | $7,878 | $5,716+37.8% | $5,107+54.3% | $6,507+21.1% |
| Admin fee / account holder | $5,570 | $15,736-64.6% | $12,068-53.8% | $12,624-55.9% |