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 | $110,682 | $124,319-11.0% | $111,297-0.6% | $167,490-33.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.15% | 37.44%-23.3pp | 54.65%-40.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $5,328 | $3,435+55.1% | $2,731+95.1% | $4,837+10.1% |
| Participant deferral / active EE | $2,837 | $5,180-45.2% | $4,487-36.8% | $6,341-55.3% |
| Admin fee / account holder | $2,486 | $10,618-76.6% | $7,964-68.8% | $12,309-79.8% |