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 | $85,335 | $102,966-17.1% | $90,281-5.5% | $152,861-44.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.87% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,598 | $3,139-49.1% | $2,854-44.0% | $4,762-66.4% |
| Participant deferral / active EE | $3,124 | $4,281-27.0% | $3,885-19.6% | $5,850-46.6% |
| Admin fee / account holder | $3,330 | $6,171-46.0% | $5,351-37.8% | $11,596-71.3% |