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 | $114,721 | $157,256-27.0% | $141,162-18.7% | $152,861-25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.66% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,636 | $5,261-30.9% | $4,735-23.2% | $4,762-23.6% |
| Participant deferral / active EE | $4,657 | $7,109-34.5% | $6,709-30.6% | $5,850-20.4% |
| Admin fee / account holder | $3,909 | $12,120-67.7% | $10,261-61.9% | $11,596-66.3% |