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 | $123,289 | $177,572-30.6% | $154,803-20.4% | $142,382-13.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.38% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,242 | $4,810-74.2% | $4,305-71.1% | $4,299-71.1% |
| Participant deferral / active EE | $5,455 | $6,272-13.0% | $5,540-1.5% | $6,507-16.2% |
| Admin fee / account holder | $1,194 | $16,786-92.9% | $14,329-91.7% | $12,624-90.5% |