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 | $102,926 | $117,841-12.7% | $102,423+0.5% | $145,922-29.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 15.13% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,439 | $3,615-4.9% | $3,023+13.8% | $4,660-26.2% |
| Participant deferral / active EE | $4,551 | $5,731-20.6% | $5,053-9.9% | $6,688-31.9% |
| Admin fee / account holder | $1,821 | $13,326-86.3% | $9,451-80.7% | $13,397-86.4% |