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 | $93,734 | $95,971-2.3% | $74,550+25.7% | $135,375-30.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.03% | 56.96%-51.9pp | 32.53%-27.5pp | 519.73%-514.7pp |
| Employer contribution / active EE | $1,927 | $2,716-29.1% | $1,961-1.7% | $4,779-59.7% |
| Participant deferral / active EE | $3,974 | $3,843+3.4% | $3,108+27.9% | $5,609-29.2% |
| Admin fee / account holder | $3,107 | $6,522-52.4% | $5,060-38.6% | $10,827-71.3% |