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 | $104,290 | $127,386-18.1% | $115,037-9.3% | $125,391-16.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.42% | 31.28%-30.9pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $4,374 | $5,166-15.3% | $4,608-5.1% | $4,866-10.1% |
| Participant deferral / active EE | $2,794 | $6,423-56.5% | $6,026-53.6% | $5,352-47.8% |
| Admin fee / account holder | $2,139 | $9,516-77.5% | $8,175-73.8% | $9,540-77.6% |