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 | $102,328 | $152,587-32.9% | $125,175-18.3% | $152,861-33.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.86% | 54.84%-44.0pp | 43.79%-32.9pp | 345.32%-334.5pp |
| Employer contribution / active EE | $4,135 | $4,946-16.4% | $3,865+7.0% | $4,762-13.2% |
| Participant deferral / active EE | $4,252 | $5,868-27.5% | $4,937-13.9% | $5,850-27.3% |
| Admin fee / account holder | $4,069 | $13,434-69.7% | $9,702-58.1% | $11,596-64.9% |