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 | $123,915 | $154,117-19.6% | $129,995-4.7% | $139,434-11.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 32.48%-20.4pp | -137.18%+149.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,202 | $5,289-58.4% | $4,320-49.0% | $4,751-53.6% |
| Participant deferral / active EE | $4,225 | $6,710-37.0% | $5,820-27.4% | $6,710-37.0% |
| Admin fee / account holder | $11,814 | $14,007-15.7% | $10,614+11.3% | $11,403+3.6% |