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 | $87,254 | $102,828-15.1% | $105,387-17.2% | $152,861-42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.53% | 20.85%-2.3pp | 26.82%-8.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,849 | $4,473-58.7% | $4,213-56.1% | $4,762-61.2% |
| Participant deferral / active EE | $3,340 | $5,465-38.9% | $5,502-39.3% | $5,850-42.9% |
| Admin fee / account holder | $9,622 | $8,683+10.8% | $6,559+46.7% | $11,596-17.0% |