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 | $106,573 | $165,984-35.8% | $164,813-35.3% | $145,922-27.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.85% | 100.03%-76.2pp | 69.93%-46.1pp | 561.29%-537.4pp |
| Employer contribution / active EE | $3,045 | $5,273-42.2% | $4,341-29.8% | $4,660-34.6% |
| Participant deferral / active EE | $9,032 | $6,959+29.8% | $6,031+49.7% | $6,688+35.1% |
| Admin fee / account holder | $12,035 | $16,648-27.7% | $12,690-5.2% | $13,397-10.2% |