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 | $99,543 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.46% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,703 | $5,261-10.6% | $4,735-0.7% | $4,762-1.2% |
| Participant deferral / active EE | $2,427 | $7,109-65.9% | $6,709-63.8% | $5,850-58.5% |
| Admin fee / account holder | $2,101 | $12,120-82.7% | $10,261-79.5% | $11,596-81.9% |