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 | $118,485 | $148,534-20.2% | $135,903-12.8% | $139,434-15.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.44% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,768 | $5,243-28.1% | $4,856-22.4% | $4,751-20.7% |
| Participant deferral / active EE | $8,660 | $8,100+6.9% | $7,758+11.6% | $6,710+29.1% |
| Admin fee / account holder | $12,992 | $12,400+4.8% | $10,762+20.7% | $11,403+13.9% |