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 | $128,536 | $148,534-13.5% | $135,903-5.4% | $139,434-7.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.94% | 79.19%-53.2pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,638 | $5,243-49.7% | $4,856-45.7% | $4,751-44.5% |
| Participant deferral / active EE | $7,284 | $8,100-10.1% | $7,758-6.1% | $6,710+8.6% |
| Admin fee / account holder | $1,435 | $12,400-88.4% | $10,762-86.7% | $11,403-87.4% |