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 | $131,837 | $157,256-16.2% | $141,162-6.6% | $152,861-13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.14% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,764 | $5,261-47.5% | $4,735-41.6% | $4,762-42.0% |
| Participant deferral / active EE | $4,073 | $7,109-42.7% | $6,709-39.3% | $5,850-30.4% |
| Admin fee / account holder | $8,917 | $12,120-26.4% | $10,261-13.1% | $11,596-23.1% |