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 | $124,425-20.1% | $112,040-11.3% | $137,256-27.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.02% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,268 | $3,411-33.5% | $2,954-23.2% | $4,156-45.4% |
| Participant deferral / active EE | $7,878 | $5,718+37.8% | $5,098+54.5% | $6,407+23.0% |
| Admin fee / account holder | $5,570 | $15,207-63.4% | $12,098-54.0% | $12,270-54.6% |