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 3-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 | $132,261 | $157,256-15.9% | $141,162-6.3% | $152,861-13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.11% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,920 | $5,261-63.5% | $4,735-59.4% | $4,762-59.7% |
| Participant deferral / active EE | $2,964 | $7,109-58.3% | $6,709-55.8% | $5,850-49.3% |
| Admin fee / account holder | $19,436 | $12,120+60.4% | $10,261+89.4% | $11,596+67.6% |