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 | $79,906 | $88,672-9.9% | $105,223-24.1% | $82,448-3.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 19.94% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,167 | $3,048-61.7% | $3,689-68.4% | $2,551-54.3% |
| Participant deferral / active EE | $1,975 | $4,036-51.1% | $5,072-61.1% | $4,139-52.3% |
| Admin fee / account holder | $3,607 | $7,146-49.5% | $8,859-59.3% | $7,234-50.1% |