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 | $88,672-7.9% | $105,223-22.4% | $82,448-1.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.76% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,854 | $3,048-6.4% | $3,689-22.6% | $2,551+11.9% |
| Participant deferral / active EE | $4,539 | $4,036+12.5% | $5,072-10.5% | $4,139+9.7% |
| Admin fee / account holder | $1,123 | $7,146-84.3% | $8,859-87.3% | $7,234-84.5% |