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 | $145,314 | $165,984-12.5% | $164,813-11.8% | $145,922-0.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.11% | 100.03%-75.9pp | 69.93%-45.8pp | 561.29%-537.2pp |
| Employer contribution / active EE | $3,232 | $5,273-38.7% | $4,341-25.5% | $4,660-30.6% |
| Participant deferral / active EE | $5,590 | $6,959-19.7% | $6,031-7.3% | $6,688-16.4% |
| Admin fee / account holder | $1,174 | $16,648-93.0% | $12,690-90.8% | $13,397-91.2% |