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 | $139,699 | $183,519-23.9% | $155,509-10.2% | $145,922-4.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.43% | 61.17%-39.7pp | 64.67%-43.2pp | 561.29%-539.9pp |
| Employer contribution / active EE | $4,041 | $5,313-23.9% | $4,672-13.5% | $4,660-13.3% |
| Participant deferral / active EE | $10,853 | $6,462+67.9% | $5,626+92.9% | $6,688+62.3% |
| Admin fee / account holder | $12,333 | $19,313-36.1% | $15,912-22.5% | $13,397-7.9% |