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 | $103,030 | $138,065-25.4% | $123,544-16.6% | $135,375-23.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.52% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $3,496 | $5,151-32.1% | $4,628-24.5% | $4,779-26.8% |
| Participant deferral / active EE | $4,177 | $6,799-38.6% | $6,426-35.0% | $5,609-25.5% |
| Admin fee / account holder | $4,444 | $10,916-59.3% | $9,284-52.1% | $10,827-59.0% |