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 | $128,793 | $157,256-18.1% | $141,162-8.8% | $152,861-15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.17% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,678 | $5,261-11.1% | $4,735-1.2% | $4,762-1.8% |
| Participant deferral / active EE | $8,884 | $7,109+25.0% | $6,709+32.4% | $5,850+51.9% |
| Admin fee / account holder | $1,365 | $12,120-88.7% | $10,261-86.7% | $11,596-88.2% |