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 | $96,925 | $148,534-34.7% | $135,903-28.7% | $139,434-30.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.97% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,148 | $5,243-59.0% | $4,856-55.8% | $4,751-54.8% |
| Participant deferral / active EE | $5,718 | $8,100-29.4% | $7,758-26.3% | $6,710-14.8% |
| Admin fee / account holder | $2,308 | $12,400-81.4% | $10,762-78.6% | $11,403-79.8% |