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 | $85,872 | $135,635-36.7% | $110,238-22.1% | $135,375-36.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.21% | 513.19%-510.0pp | 314.74%-311.5pp | 519.73%-516.5pp |
| Employer contribution / active EE | $1,046 | $4,906-78.7% | $3,826-72.7% | $4,779-78.1% |
| Participant deferral / active EE | $2,086 | $5,506-62.1% | $4,672-55.3% | $5,609-62.8% |
| Admin fee / account holder | $4,730 | $11,457-58.7% | $8,547-44.7% | $10,827-56.3% |