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 | $104,070 | $133,922-22.3% | $116,228-10.5% | $142,382-26.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.46% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,564 | $3,446-54.6% | $2,994-47.8% | $4,299-63.6% |
| Participant deferral / active EE | $4,002 | $5,672-29.4% | $4,953-19.2% | $6,507-38.5% |
| Admin fee / account holder | $2,915 | $14,945-80.5% | $11,989-75.7% | $12,624-76.9% |