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 | $104,102 | $157,256-33.8% | $141,162-26.3% | $152,861-31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.88% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,821 | $5,261-46.4% | $4,735-40.4% | $4,762-40.8% |
| Participant deferral / active EE | $7,182 | $7,109+1.0% | $6,709+7.0% | $5,850+22.8% |
| Admin fee / account holder | $1,477 | $12,120-87.8% | $10,261-85.6% | $11,596-87.3% |