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 | $93,641 | $127,386-26.5% | $115,037-18.6% | $125,391-25.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $5,833 | $5,166+12.9% | $4,608+26.6% | $4,866+19.9% |
| Participant deferral / active EE | $7,816 | $6,423+21.7% | $6,026+29.7% | $5,352+46.1% |
| Admin fee / account holder | $2,135 | $9,516-77.6% | $8,175-73.9% | $9,540-77.6% |