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 | $91,463 | $157,256-41.8% | $141,162-35.2% | $152,861-40.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.21% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,077 | $5,261-41.5% | $4,735-35.0% | $4,762-35.4% |
| Participant deferral / active EE | $4,864 | $7,109-31.6% | $6,709-27.5% | $5,850-16.9% |
| Admin fee / account holder | $3,473 | $12,120-71.3% | $10,261-66.2% | $11,596-70.1% |