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 | $98,416 | $157,256-37.4% | $141,162-30.3% | $152,861-35.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.42% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,707 | $5,261-48.5% | $4,735-42.8% | $4,762-43.2% |
| Participant deferral / active EE | $3,892 | $7,109-45.3% | $6,709-42.0% | $5,850-33.5% |
| Admin fee / account holder | $1,581 | $12,120-87.0% | $10,261-84.6% | $11,596-86.4% |