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 | $122,623 | $210,648-41.8% | $177,989-31.1% | $145,922-16.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.88% | 385.86%-362.0pp | 294.48%-270.6pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,086 | $4,565-32.4% | $3,949-21.8% | $4,660-33.8% |
| Participant deferral / active EE | $4,978 | $6,958-28.5% | $6,276-20.7% | $6,688-25.6% |
| Admin fee / account holder | $2,261 | $12,013-81.2% | $10,363-78.2% | $13,397-83.1% |