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 | $109,488 | $152,587-28.2% | $125,175-12.5% | $152,861-28.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.24% | 54.84%-31.6pp | 43.79%-20.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,034 | $4,946-38.7% | $3,865-21.5% | $4,762-36.3% |
| Participant deferral / active EE | $9,535 | $5,868+62.5% | $4,937+93.1% | $5,850+63.0% |
| Admin fee / account holder | $1,691 | $13,434-87.4% | $9,702-82.6% | $11,596-85.4% |