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 | $122,721 | $124,319-1.3% | $111,297+10.3% | $167,490-26.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.41% | 37.44%-23.0pp | 54.65%-40.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,745 | $3,435-49.2% | $2,731-36.1% | $4,837-63.9% |
| Participant deferral / active EE | $2,662 | $5,180-48.6% | $4,487-40.7% | $6,341-58.0% |
| Admin fee / account holder | $3,001 | $10,618-71.7% | $7,964-62.3% | $12,309-75.6% |