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 | $115,239 | $148,534-22.4% | $135,903-15.2% | $139,434-17.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.08% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,602 | $5,243-50.4% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $5,409 | $8,100-33.2% | $7,758-30.3% | $6,710-19.4% |
| Admin fee / account holder | $490 | $12,400-96.0% | $10,762-95.4% | $11,403-95.7% |