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 | $83,643 | $152,460-45.1% | $118,746-29.6% | $147,584-43.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.55% | 17.41%+0.1pp | 24.54%-7.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,758 | $5,046-45.3% | $4,193-34.2% | $4,876-43.4% |
| Participant deferral / active EE | $4,658 | $6,212-25.0% | $5,332-12.6% | $5,439-14.4% |
| Admin fee / account holder | $15,683 | $16,953-7.5% | $10,720+46.3% | $10,885+44.1% |