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 | $125,401 | $148,534-15.6% | $135,903-7.7% | $139,434-10.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.61% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,424 | $5,243-34.7% | $4,856-29.5% | $4,751-27.9% |
| Participant deferral / active EE | $7,477 | $8,100-7.7% | $7,758-3.6% | $6,710+11.4% |
| Admin fee / account holder | $12,263 | $12,400-1.1% | $10,762+13.9% | $11,403+7.5% |