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 | $145,475 | $183,519-20.7% | $155,509-6.5% | $145,922-0.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.19% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,760 | $5,313-29.2% | $4,672-19.5% | $4,660-19.3% |
| Participant deferral / active EE | $5,552 | $6,462-14.1% | $5,626-1.3% | $6,688-17.0% |
| Admin fee / account holder | $2,218 | $19,313-88.5% | $15,912-86.1% | $13,397-83.4% |