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 | $135,874 | $209,411-35.1% | $178,490-23.9% | $158,922-14.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.93% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,139 | $5,706-62.5% | $5,011-57.3% | $4,761-55.1% |
| Participant deferral / active EE | $2,778 | $5,954-53.3% | $5,202-46.6% | $5,982-53.6% |
| Admin fee / account holder | $12,970 | $17,074-24.0% | $13,984-7.2% | $11,246+15.3% |