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 | $85,817 | $107,334-20.0% | $92,893-7.6% | $152,861-43.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.60% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,518 | $4,221-64.0% | $3,653-58.4% | $4,762-68.1% |
| Participant deferral / active EE | $4,383 | $4,845-9.5% | $4,236+3.5% | $5,850-25.1% |
| Admin fee / account holder | $7,538 | $7,079+6.5% | $5,794+30.1% | $11,596-35.0% |