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 | $92,231 | $157,256-41.4% | $141,162-34.7% | $152,861-39.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.77% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,799 | $5,261+10.2% | $4,735+22.5% | $4,762+21.8% |
| Participant deferral / active EE | $5,799 | $7,109-18.4% | $6,709-13.6% | $5,850-0.9% |
| Admin fee / account holder | $5,700 | $12,120-53.0% | $10,261-44.5% | $11,596-50.9% |