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 5-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 | $88,163 | $111,535-21.0% | $105,223-16.2% | $137,256-35.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.85% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,311 | $3,939-66.7% | $3,689-64.5% | $4,156-68.5% |
| Participant deferral / active EE | $4,171 | $5,500-24.2% | $5,072-17.8% | $6,407-34.9% |
| Admin fee / account holder | $2,108 | $9,721-78.3% | $8,859-76.2% | $12,270-82.8% |