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 | $116,071 | $165,984-30.1% | $164,813-29.6% | $145,922-20.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.52% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,296 | $5,273-18.5% | $4,341-1.0% | $4,660-7.8% |
| Participant deferral / active EE | $5,368 | $6,959-22.9% | $6,031-11.0% | $6,688-19.7% |
| Admin fee / account holder | $5,529 | $16,648-66.8% | $12,690-56.4% | $13,397-58.7% |