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 | $112,718 | $127,065-11.3% | $113,168-0.4% | $142,382-20.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.34% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,457 | $3,442-28.6% | $2,975-17.4% | $4,299-42.9% |
| Participant deferral / active EE | $9,073 | $5,716+58.7% | $5,107+77.7% | $6,507+39.4% |
| Admin fee / account holder | $738 | $15,736-95.3% | $12,068-93.9% | $12,624-94.2% |