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 | $107,061 | $157,256-31.9% | $141,162-24.2% | $152,861-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.43% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,934 | $5,261-25.2% | $4,735-16.9% | $4,762-17.4% |
| Participant deferral / active EE | $2,470 | $7,109-65.3% | $6,709-63.2% | $5,850-57.8% |
| Admin fee / account holder | $1,285 | $12,120-89.4% | $10,261-87.5% | $11,596-88.9% |