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 | $84,335 | $148,534-43.2% | $135,903-37.9% | $139,434-39.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 44.77% | 79.19%-34.4pp | 68.23%-23.5pp | 372.94%-328.2pp |
| Employer contribution / active EE | $3,193 | $5,243-39.1% | $4,856-34.3% | $4,751-32.8% |
| Participant deferral / active EE | $6,815 | $8,100-15.9% | $7,758-12.2% | $6,710+1.6% |
| Admin fee / account holder | $1,601 | $12,400-87.1% | $10,762-85.1% | $11,403-86.0% |