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 | $123,211 | $148,534-17.0% | $135,903-9.3% | $139,434-11.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.06% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,929 | $5,243-44.1% | $4,856-39.7% | $4,751-38.3% |
| Participant deferral / active EE | $6,048 | $8,100-25.3% | $7,758-22.0% | $6,710-9.9% |
| Admin fee / account holder | $622 | $12,400-95.0% | $10,762-94.2% | $11,403-94.5% |