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 | $106,322 | $99,918+6.4% | $81,382+30.6% | $145,922-27.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.29% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,992 | $2,978-33.1% | $2,463-19.1% | $4,660-57.3% |
| Participant deferral / active EE | $3,279 | $4,605-28.8% | $3,883-15.5% | $6,688-51.0% |
| Admin fee / account holder | $1,141 | $8,212-86.1% | $5,768-80.2% | $13,397-91.5% |