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 | $130,878 | $201,272-35.0% | $184,203-28.9% | $145,922-10.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.96% | 29.00%-13.0pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,331 | $7,022-38.3% | $6,427-32.6% | $4,660-7.1% |
| Participant deferral / active EE | $13,372 | $9,806+36.4% | $9,131+46.4% | $6,688+99.9% |
| Admin fee / account holder | $10,837 | $16,364-33.8% | $13,901-22.0% | $13,397-19.1% |