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 3-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 | $100,886 | $106,584-5.3% | $101,326-0.4% | $142,382-29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.38% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,683 | $3,956-6.9% | $3,665+0.5% | $4,299-14.3% |
| Participant deferral / active EE | $9,751 | $8,297+17.5% | $7,994+22.0% | $6,507+49.8% |
| Admin fee / account holder | $650 | $11,446-94.3% | $11,185-94.2% | $12,624-94.9% |