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 | $73,196 | $91,037-19.6% | $71,671+2.1% | $147,584-50.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.00% | 20.48%-4.5pp | 20.65%-4.7pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,100 | $3,327-36.9% | $2,460-14.6% | $4,876-56.9% |
| Participant deferral / active EE | $2,138 | $4,498-52.5% | $3,438-37.8% | $5,439-60.7% |
| Admin fee / account holder | $8,947 | $8,613+3.9% | $5,558+61.0% | $10,885-17.8% |