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 | $123,101 | $126,574-2.7% | $106,213+15.9% | $145,922-15.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.02% | 224.79%-212.8pp | 116.14%-104.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $853 | $3,730-77.1% | $3,171-73.1% | $4,660-81.7% |
| Participant deferral / active EE | $3,163 | $5,724-44.7% | $5,016-36.9% | $6,688-52.7% |
| Admin fee / account holder | $2,636 | $17,304-84.8% | $11,033-76.1% | $13,397-80.3% |