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 | $112,288 | $114,381-1.8% | $107,525+4.4% | $142,382-21.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.31% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,313 | $4,015-67.3% | $3,754-65.0% | $4,299-69.5% |
| Participant deferral / active EE | $1,580 | $5,564-71.6% | $5,116-69.1% | $6,507-75.7% |
| Admin fee / account holder | $2,002 | $9,860-79.7% | $8,919-77.5% | $12,624-84.1% |