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 | $125,299 | $201,272-37.7% | $184,203-32.0% | $145,922-14.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.48% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,767 | $7,022-46.4% | $6,427-41.4% | $4,660-19.2% |
| Participant deferral / active EE | $5,274 | $9,806-46.2% | $9,131-42.2% | $6,688-21.1% |
| Admin fee / account holder | $13,593 | $16,364-16.9% | $13,901-2.2% | $13,397+1.5% |