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 | $99,957 | $152,587-34.5% | $125,175-20.1% | $152,861-34.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.64% | 54.84%-33.2pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,775 | $4,946-64.1% | $3,865-54.1% | $4,762-62.7% |
| Participant deferral / active EE | $3,125 | $5,868-46.7% | $4,937-36.7% | $5,850-46.6% |
| Admin fee / account holder | $3,829 | $13,434-71.5% | $9,702-60.5% | $11,596-67.0% |