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 | $105,457 | $148,534-29.0% | $135,903-22.4% | $139,434-24.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.25% | 79.19%-52.9pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,332 | $5,243-55.5% | $4,856-52.0% | $4,751-50.9% |
| Participant deferral / active EE | $6,338 | $8,100-21.8% | $7,758-18.3% | $6,710-5.5% |
| Admin fee / account holder | $10,071 | $12,400-18.8% | $10,762-6.4% | $11,403-11.7% |