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 | $79,487 | $115,882-31.4% | $100,516-20.9% | $158,922-50.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.74% | 34.79%-20.1pp | 30.89%-16.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,589 | $4,103-36.9% | $3,418-24.2% | $4,761-45.6% |
| Participant deferral / active EE | $5,264 | $6,674-21.1% | $6,270-16.0% | $5,982-12.0% |
| Admin fee / account holder | $2,020 | $10,995-81.6% | $8,081-75.0% | $11,246-82.0% |