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 | $112,254 | $152,587-26.4% | $125,175-10.3% | $152,861-26.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.85% | 54.84%-35.0pp | 43.79%-23.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,011 | $4,946-59.3% | $3,865-48.0% | $4,762-57.8% |
| Participant deferral / active EE | $2,225 | $5,868-62.1% | $4,937-54.9% | $5,850-62.0% |
| Admin fee / account holder | $1,191 | $13,434-91.1% | $9,702-87.7% | $11,596-89.7% |