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 | $97,887 | $168,632-42.0% | $147,614-33.7% | $125,391-21.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.61% | 77.65%-77.0pp | 61.98%-61.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $3,342 | $6,252-46.5% | $5,564-39.9% | $4,866-31.3% |
| Participant deferral / active EE | $4,086 | $5,507-25.8% | $4,895-16.5% | $5,352-23.7% |
| Admin fee / account holder | $458 | $13,580-96.6% | $11,611-96.1% | $9,540-95.2% |