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 | $138,615 | $157,256-11.9% | $141,162-1.8% | $152,861-9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.20% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,763 | $5,261-28.5% | $4,735-20.5% | $4,762-21.0% |
| Participant deferral / active EE | $5,520 | $7,109-22.4% | $6,709-17.7% | $5,850-5.6% |
| Admin fee / account holder | $1,275 | $12,120-89.5% | $10,261-87.6% | $11,596-89.0% |