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 | $31,231 | $108,919-71.3% | $100,391-68.9% | $145,922-78.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.04% | 57.88%-40.8pp | 49.20%-32.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,418 | $4,419-22.7% | $3,942-13.3% | $4,660-26.6% |
| Participant deferral / active EE | $6,930 | $8,445-17.9% | $8,082-14.3% | $6,688+3.6% |
| Admin fee / account holder | $10,315 | $9,689+6.5% | $7,899+30.6% | $13,397-23.0% |