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 | $103,605 | $149,734-30.8% | $118,925-12.9% | $158,922-34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.42% | 19.95%-7.5pp | 35.88%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,018 | $4,115-51.0% | $3,263-38.2% | $4,761-57.6% |
| Participant deferral / active EE | $4,085 | $5,223-21.8% | $4,265-4.2% | $5,982-31.7% |
| Admin fee / account holder | $526 | $8,603-93.9% | $6,581-92.0% | $11,246-95.3% |