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 | $101,216 | $94,752+6.8% | $112,887-10.3% | $139,434-27.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.66% | 40.88%-26.2pp | 34.10%-19.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,477 | $4,625-3.2% | $4,563-1.9% | $4,751-5.8% |
| Participant deferral / active EE | $3,293 | $6,512-49.4% | $6,513-49.4% | $6,710-50.9% |
| Admin fee / account holder | $4,202 | $8,527-50.7% | $7,047-40.4% | $11,403-63.2% |