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 | $134,294 | $201,259-33.3% | $184,200-27.1% | $145,959-8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.19% | 28.98%-12.8pp | 28.80%-12.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $4,523 | $7,018-35.6% | $6,424-29.6% | $4,661-3.0% |
| Participant deferral / active EE | $8,573 | $9,806-12.6% | $9,132-6.1% | $6,689+28.2% |
| Admin fee / account holder | $12,567 | $16,372-23.2% | $13,907-9.6% | $13,398-6.2% |