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 | $116,692 | $133,922-12.9% | $116,228+0.4% | $142,382-18.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.58% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,875 | $3,446-45.6% | $2,994-37.4% | $4,299-56.4% |
| Participant deferral / active EE | $3,551 | $5,672-37.4% | $4,953-28.3% | $6,507-45.4% |
| Admin fee / account holder | $4,583 | $14,945-69.3% | $11,989-61.8% | $12,624-63.7% |