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 | $116,938 | $198,466-41.1% | $170,442-31.4% | $147,584-20.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.56% | 257.29%-238.7pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,514 | $6,184-43.2% | $5,433-35.3% | $4,876-27.9% |
| Participant deferral / active EE | $3,433 | $5,629-39.0% | $4,939-30.5% | $5,439-36.9% |
| Admin fee / account holder | $88,934 | $16,852+427.7% | $13,880+540.7% | $10,885+717.0% |