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 | $95,672 | $112,729-15.1% | $98,716-3.1% | $137,256-30.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.84% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,719 | $2,725-36.9% | $2,279-24.6% | $4,156-58.6% |
| Participant deferral / active EE | $3,985 | $4,640-14.1% | $4,048-1.6% | $6,407-37.8% |
| Admin fee / account holder | $6,121 | $10,129-39.6% | $8,703-29.7% | $12,270-50.1% |