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 | $82,372 | $91,190-9.7% | $178,490-53.9% | $79,858+3.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.18% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,428 | $3,256-56.1% | $5,011-71.5% | $2,471-42.2% |
| Participant deferral / active EE | $2,470 | $3,236-23.7% | $5,202-52.5% | $3,740-34.0% |
| Admin fee / account holder | $5,844 | $6,751-13.4% | $13,984-58.2% | $5,306+10.1% |