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 | $81,603 | $127,065-35.8% | $113,168-27.9% | $142,382-42.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.00% | 24.03%-12.0pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,835 | $3,442+40.5% | $2,975+62.5% | $4,299+12.5% |
| Participant deferral / active EE | $6,237 | $5,716+9.1% | $5,107+22.1% | $6,507-4.2% |
| Admin fee / account holder | $62,871 | $15,736+299.5% | $12,068+421.0% | $12,624+398.0% |