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 | $112,462 | $135,952-17.3% | $123,892-9.2% | $273,961-58.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.99% | 56.63%-41.6pp | 47.52%-32.5pp | 41.45%-26.5pp |
| Employer contribution / active EE | $4,741 | $5,170-8.3% | $4,617+2.7% | $4,869-2.6% |
| Participant deferral / active EE | $2,056 | $6,343-67.6% | $5,984-65.6% | $5,287-61.1% |
| Admin fee / account holder | $1,786 | $9,817-81.8% | $8,357-78.6% | $10,132-82.4% |