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 | $122,291 | $157,256-22.2% | $141,162-13.4% | $152,861-20.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.32% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,705 | $5,261-67.6% | $4,735-64.0% | $4,762-64.2% |
| Participant deferral / active EE | $6,527 | $7,109-8.2% | $6,709-2.7% | $5,850+11.6% |
| Admin fee / account holder | $11,497 | $12,120-5.1% | $10,261+12.0% | $11,596-0.9% |