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 | $118,150 | $178,174-33.7% | $156,181-24.4% | $137,256-13.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.92% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,618 | $4,972-27.2% | $4,294-15.7% | $4,156-12.9% |
| Participant deferral / active EE | $3,887 | $6,888-43.6% | $6,132-36.6% | $6,407-39.3% |
| Admin fee / account holder | $1,252 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |