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 | $69,911 | $103,376-32.4% | $87,100-19.7% | $152,861-54.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.62% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,041 | $3,220-36.6% | $2,521-19.0% | $4,762-57.1% |
| Participant deferral / active EE | $4,041 | $4,778-15.4% | $4,049-0.2% | $5,850-30.9% |
| Admin fee / account holder | $11,066 | $12,205-9.3% | $7,497+47.6% | $11,596-4.6% |