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 | $88,639 | $124,425-28.8% | $112,040-20.9% | $137,256-35.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.18% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,620 | $3,411-52.5% | $2,954-45.1% | $4,156-61.0% |
| Participant deferral / active EE | $2,573 | $5,718-55.0% | $5,098-49.5% | $6,407-59.8% |
| Admin fee / account holder | $20,841 | $15,207+37.1% | $12,098+72.3% | $12,270+69.9% |