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 | $97,477 | $103,376-5.7% | $87,100+11.9% | $152,861-36.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.02% | 28.10%-11.1pp | 28.19%-11.2pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,500 | $3,220-22.4% | $2,521-0.8% | $4,762-47.5% |
| Participant deferral / active EE | $2,986 | $4,778-37.5% | $4,049-26.3% | $5,850-49.0% |
| Admin fee / account holder | $813 | $12,205-93.3% | $7,497-89.2% | $11,596-93.0% |