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 | $96,471 | $157,256-38.7% | $141,162-31.7% | $152,861-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.70% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,841 | $5,261-46.0% | $4,735-40.0% | $4,762-40.4% |
| Participant deferral / active EE | $2,717 | $7,109-61.8% | $6,709-59.5% | $5,850-53.6% |
| Admin fee / account holder | $3,352 | $12,120-72.3% | $10,261-67.3% | $11,596-71.1% |