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 | $70,396 | $94,338-25.4% | $100,534-30.0% | $142,382-50.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.21% | 29.20%-14.0pp | 32.66%-17.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,347 | $4,237-21.0% | $4,346-23.0% | $4,299-22.2% |
| Participant deferral / active EE | $9,843 | $5,934+65.9% | $6,144+60.2% | $6,507+51.3% |
| Admin fee / account holder | $1,672 | $8,421-80.1% | $7,654-78.2% | $12,624-86.8% |