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 | $88,223 | $148,534-40.6% | $135,903-35.1% | $139,434-36.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.33% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,778 | $5,243-66.1% | $4,856-63.4% | $4,751-62.6% |
| Participant deferral / active EE | $6,512 | $8,100-19.6% | $7,758-16.1% | $6,710-2.9% |
| Admin fee / account holder | $5,936 | $12,400-52.1% | $10,762-44.8% | $11,403-47.9% |