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 | $102,350 | $157,256-34.9% | $141,162-27.5% | $152,861-33.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.05% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,814 | $5,261-27.5% | $4,735-19.4% | $4,762-19.9% |
| Participant deferral / active EE | $5,230 | $7,109-26.4% | $6,709-22.1% | $5,850-10.6% |
| Admin fee / account holder | $1,260 | $12,120-89.6% | $10,261-87.7% | $11,596-89.1% |