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 | $101,666 | $142,405-28.6% | $115,157-11.7% | $152,861-33.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.03% | 41.48%-20.4pp | 35.60%-14.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,502 | $4,010-12.7% | $3,179+10.2% | $4,762-26.5% |
| Participant deferral / active EE | $3,502 | $5,164-32.2% | $4,168-16.0% | $5,850-40.1% |
| Admin fee / account holder | $7,779 | $8,462-8.1% | $7,088+9.8% | $11,596-32.9% |