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 | $117,073 | $157,256-25.6% | $141,162-17.1% | $152,861-23.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.50% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,085 | $5,261-60.4% | $4,735-56.0% | $4,762-56.2% |
| Participant deferral / active EE | $5,674 | $7,109-20.2% | $6,709-15.4% | $5,850-3.0% |
| Admin fee / account holder | $3,366 | $12,120-72.2% | $10,261-67.2% | $11,596-71.0% |