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 | $103,016 | $136,179-24.4% | $98,755+4.3% | $167,490-38.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 17.53% | 67.53%-50.0pp | 49.91%-32.4pp | 478.56%-461.0pp |
| Employer contribution / active EE | $3,823 | $2,631+45.3% | $2,067+84.9% | $4,837-21.0% |
| Participant deferral / active EE | $3,092 | $3,716-16.8% | $3,035+1.9% | $6,341-51.2% |
| Admin fee / account holder | $2,672 | $5,031-46.9% | $4,076-34.4% | $12,309-78.3% |