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 | $96,415 | $85,022+13.4% | $70,515+36.7% | $139,434-30.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.83% | 30.38%-16.6pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,929 | $3,909+0.5% | $2,973+32.1% | $4,751-17.3% |
| Participant deferral / active EE | $6,678 | $5,890+13.4% | $4,567+46.2% | $6,710-0.5% |
| Admin fee / account holder | $2,051 | $8,906-77.0% | $6,412-68.0% | $11,403-82.0% |