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 | $98,348 | $110,257-10.8% | $96,544+1.9% | $139,434-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.19% | 26.32%-13.1pp | 25.84%-12.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,223 | $3,620-11.0% | $2,965+8.7% | $4,751-32.2% |
| Participant deferral / active EE | $6,413 | $5,548+15.6% | $4,851+32.2% | $6,710-4.4% |
| Admin fee / account holder | $50,221 | $11,591+333.3% | $8,252+508.6% | $11,403+340.4% |