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 | $130,298 | $157,256-17.1% | $141,162-7.7% | $152,861-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.76% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,201 | $5,261-77.2% | $4,735-74.6% | $4,762-74.8% |
| Participant deferral / active EE | $5,485 | $7,109-22.9% | $6,709-18.2% | $5,850-6.2% |
| Admin fee / account holder | $16,916 | $12,120+39.6% | $10,261+64.9% | $11,596+45.9% |