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 | $100,091 | $94,752+5.6% | $112,887-11.3% | $139,434-28.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 24.63% | 40.88%-16.3pp | 34.10%-9.5pp | 372.94%-348.3pp |
| Employer contribution / active EE | $5,855 | $4,625+26.6% | $4,563+28.3% | $4,751+23.2% |
| Participant deferral / active EE | $6,138 | $6,512-5.8% | $6,513-5.8% | $6,710-8.5% |
| Admin fee / account holder | $6,306 | $8,527-26.0% | $7,047-10.5% | $11,403-44.7% |