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 | $103,445 | $152,587-32.2% | $125,175-17.4% | $152,861-32.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.24% | 54.84%-34.6pp | 43.79%-23.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $997 | $4,946-79.9% | $3,865-74.2% | $4,762-79.1% |
| Participant deferral / active EE | $2,275 | $5,868-61.2% | $4,937-53.9% | $5,850-61.1% |
| Admin fee / account holder | $2,670 | $13,434-80.1% | $9,702-72.5% | $11,596-77.0% |