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 | $86,618 | $133,922-35.3% | $116,228-25.5% | $142,382-39.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.35% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,381 | $3,446-59.9% | $2,994-53.9% | $4,299-67.9% |
| Participant deferral / active EE | $1,726 | $5,672-69.6% | $4,953-65.1% | $6,507-73.5% |
| Admin fee / account holder | $6,762 | $14,945-54.8% | $11,989-43.6% | $12,624-46.4% |