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 | $88,816 | $132,634-33.0% | $115,768-23.3% | $137,256-35.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.47% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $878 | $3,360-73.9% | $2,940-70.1% | $4,156-78.9% |
| Participant deferral / active EE | $3,999 | $5,619-28.8% | $4,917-18.7% | $6,407-37.6% |
| Admin fee / account holder | $6,510 | $15,028-56.7% | $12,439-47.7% | $12,270-46.9% |