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 | $27,202 | $124,425-78.1% | $112,040-75.7% | $137,256-80.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.45% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,112 | $3,411-38.1% | $2,954-28.5% | $4,156-49.2% |
| Participant deferral / active EE | $4,691 | $5,718-18.0% | $5,098-8.0% | $6,407-26.8% |
| Admin fee / account holder | $2,629 | $15,207-82.7% | $12,098-78.3% | $12,270-78.6% |