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 | $124,425-14.2% | $112,040-4.7% | $137,256-22.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.32% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,240 | $3,411-5.0% | $2,954+9.7% | $4,156-22.0% |
| Participant deferral / active EE | $3,850 | $5,718-32.7% | $5,098-24.5% | $6,407-39.9% |
| Admin fee / account holder | $4,565 | $15,207-70.0% | $12,098-62.3% | $12,270-62.8% |