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 | $106,803 | $127,065-15.9% | $113,168-5.6% | $142,382-25.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.32% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,240 | $3,442-5.9% | $2,975+8.9% | $4,299-24.6% |
| Participant deferral / active EE | $3,850 | $5,716-32.6% | $5,107-24.6% | $6,507-40.8% |
| Admin fee / account holder | $4,565 | $15,736-71.0% | $12,068-62.2% | $12,624-63.8% |