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 | $105,634 | $114,237-7.5% | $119,258-11.4% | $167,490-36.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 11.20% | 29.87%-18.7pp | 30.69%-19.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,735 | $4,481-61.3% | $4,384-60.4% | $4,837-64.1% |
| Participant deferral / active EE | $4,895 | $6,084-19.5% | $6,111-19.9% | $6,341-22.8% |
| Admin fee / account holder | $927 | $8,932-89.6% | $7,226-87.2% | $12,309-92.5% |