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 | $97,204 | $149,679-35.1% | $117,039-16.9% | $147,584-34.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.35% | 19.31%-5.0pp | 18.95%-4.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $4,068 | $4,937-17.6% | $3,785+7.5% | $4,876-16.6% |
| Participant deferral / active EE | $3,051 | $4,912-37.9% | $3,929-22.4% | $5,439-43.9% |
| Admin fee / account holder | $1,049 | $7,856-86.6% | $5,974-82.4% | $10,885-90.4% |