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 | $100,068 | $114,381-12.5% | $107,525-6.9% | $142,382-29.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.44% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,855 | $4,015-4.0% | $3,754+2.7% | $4,299-10.3% |
| Participant deferral / active EE | $10,150 | $5,564+82.4% | $5,116+98.4% | $6,507+56.0% |
| Admin fee / account holder | $10,490 | $9,860+6.4% | $8,919+17.6% | $12,624-16.9% |