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 | $93,524 | $127,065-26.4% | $113,168-17.4% | $142,382-34.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.27% | 24.03%-8.8pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,482 | $3,442-27.9% | $2,975-16.6% | $4,299-42.3% |
| Participant deferral / active EE | $5,554 | $5,716-2.8% | $5,107+8.7% | $6,507-14.7% |
| Admin fee / account holder | $5,033 | $15,736-68.0% | $12,068-58.3% | $12,624-60.1% |