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 | $115,378 | $176,377-34.6% | $134,143-14.0% | $158,922-27.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.24% | 63.63%-51.4pp | 36.33%-24.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $7,421 | $5,040+47.2% | $3,704+100.4% | $4,761+55.9% |
| Participant deferral / active EE | $878 | $4,091-78.5% | $3,499-74.9% | $5,982-85.3% |
| Admin fee / account holder | $3,015 | $8,718-65.4% | $6,684-54.9% | $11,246-73.2% |