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 | $144,097 | $183,519-21.5% | $155,509-7.3% | $145,922-1.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,690 | $5,313-49.4% | $4,672-42.4% | $4,660-42.3% |
| Participant deferral / active EE | $3,705 | $6,462-42.7% | $5,626-34.1% | $6,688-44.6% |
| Admin fee / account holder | $714 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |