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 | $101,887 | $148,534-31.4% | $135,903-25.0% | $139,434-26.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.80% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,678 | $5,243-68.0% | $4,856-65.4% | $4,751-64.7% |
| Participant deferral / active EE | $6,496 | $8,100-19.8% | $7,758-16.3% | $6,710-3.2% |
| Admin fee / account holder | $448 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |