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 | $115,218 | $201,259-42.8% | $184,200-37.4% | $145,959-21.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 28.98%-15.0pp | 28.80%-14.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $5,006 | $7,018-28.7% | $6,424-22.1% | $4,661+7.4% |
| Participant deferral / active EE | $7,389 | $9,806-24.6% | $9,132-19.1% | $6,689+10.5% |
| Admin fee / account holder | $32,438 | $16,372+98.1% | $13,907+133.2% | $13,398+142.1% |