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 | $85,826 | $148,534-42.2% | $135,903-36.8% | $139,434-38.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.31% | 79.19%-42.9pp | 68.23%-31.9pp | 372.94%-336.6pp |
| Employer contribution / active EE | $2,629 | $5,243-49.9% | $4,856-45.9% | $4,751-44.7% |
| Participant deferral / active EE | $3,147 | $8,100-61.2% | $7,758-59.4% | $6,710-53.1% |
| Admin fee / account holder | $1,914 | $12,400-84.6% | $10,762-82.2% | $11,403-83.2% |