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 | $86,227 | $109,327-21.1% | $89,391-3.5% | $158,922-45.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.71% | 345.68%-332.0pp | 245.62%-231.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,134 | $3,170-32.7% | $2,586-17.5% | $4,761-55.2% |
| Participant deferral / active EE | $3,116 | $4,598-32.2% | $3,890-19.9% | $5,982-47.9% |
| Admin fee / account holder | $6,336 | $6,153+3.0% | $4,881+29.8% | $11,246-43.7% |