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 | $101,603 | $159,602-36.3% | $150,045-32.3% | $142,382-28.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.72% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,785 | $4,961-23.7% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $6,195 | $8,310-25.5% | $7,997-22.5% | $6,507-4.8% |
| Admin fee / account holder | $7,727 | $14,846-48.0% | $13,435-42.5% | $12,624-38.8% |