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 | $122,655 | $179,726-31.8% | $156,263-21.5% | $142,382-13.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.02% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,180 | $5,069-76.7% | $4,333-72.8% | $4,299-72.6% |
| Participant deferral / active EE | $2,768 | $6,956-60.2% | $6,158-55.1% | $6,507-57.5% |
| Admin fee / account holder | $11,653 | $17,272-32.5% | $14,255-18.3% | $12,624-7.7% |