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 | $101,240 | $127,386-20.5% | $115,037-12.0% | $125,391-19.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.54% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $5,212 | $5,166+0.9% | $4,608+13.1% | $4,866+7.1% |
| Participant deferral / active EE | $6,200 | $6,423-3.5% | $6,026+2.9% | $5,352+15.9% |
| Admin fee / account holder | $6,170 | $9,516-35.2% | $8,175-24.5% | $9,540-35.3% |