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 | $97,679 | $157,256-37.9% | $141,162-30.8% | $152,861-36.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.91% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,933 | $5,261-63.3% | $4,735-59.2% | $4,762-59.4% |
| Participant deferral / active EE | $5,248 | $7,109-26.2% | $6,709-21.8% | $5,850-10.3% |
| Admin fee / account holder | $3,675 | $12,120-69.7% | $10,261-64.2% | $11,596-68.3% |