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 | $103,132 | $124,281-17.0% | $109,143-5.5% | $167,490-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.65% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $4,743 | $4,207+12.7% | $3,722+27.4% | $4,837-2.0% |
| Participant deferral / active EE | $10,599 | $5,255+101.7% | $4,653+127.8% | $6,341+67.2% |
| Admin fee / account holder | $7,336 | $7,970-8.0% | $6,752+8.6% | $12,309-40.4% |