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 | $109,160 | $124,281-12.2% | $109,1430% | $167,490-34.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.71% | 26.04%-15.3pp | 25.75%-15.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $932 | $4,207-77.9% | $3,722-75.0% | $4,837-80.7% |
| Participant deferral / active EE | $5,618 | $5,255+6.9% | $4,653+20.7% | $6,341-11.4% |
| Admin fee / account holder | $2,077 | $7,970-73.9% | $6,752-69.2% | $12,309-83.1% |