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 | $97,236 | $227,553-57.3% | $189,557-48.7% | $167,490-41.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.21% | 78.40%-63.2pp | 64.17%-49.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,973 | $5,316-62.9% | $4,412-55.3% | $4,837-59.2% |
| Participant deferral / active EE | $5,521 | $7,002-21.1% | $6,174-10.6% | $6,341-12.9% |
| Admin fee / account holder | $1,139 | $11,878-90.4% | $9,807-88.4% | $12,309-90.7% |