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 | $81,638 | $89,753-9.0% | $107,525-24.1% | $84,808-3.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.76% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,854 | $3,113-8.3% | $3,754-24.0% | $2,631+8.5% |
| Participant deferral / active EE | $4,539 | $4,056+11.9% | $5,116-11.3% | $4,212+7.8% |
| Admin fee / account holder | $1,123 | $7,222-84.4% | $8,919-87.4% | $7,344-84.7% |