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 | $102,027 | $111,754-8.7% | $103,333-1.3% | $145,922-30.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.59% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $6,374 | $4,212+51.3% | $3,868+64.8% | $4,660+36.8% |
| Participant deferral / active EE | $10,673 | $5,619+90.0% | $5,057+111.0% | $6,688+59.6% |
| Admin fee / account holder | $3,826 | $9,750-60.8% | $8,355-54.2% | $13,397-71.4% |