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 | $103,222 | $127,065-18.8% | $113,168-8.8% | $142,382-27.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.72% | 24.03%-10.3pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,500 | $3,442-27.4% | $2,975-16.0% | $4,299-41.8% |
| Participant deferral / active EE | $4,816 | $5,716-15.7% | $5,107-5.7% | $6,507-26.0% |
| Admin fee / account holder | $4,373 | $15,736-72.2% | $12,068-63.8% | $12,624-65.4% |