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 | $86,969 | $126,574-31.3% | $106,213-18.1% | $145,922-40.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.46% | 224.79%-215.3pp | 116.14%-106.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,651 | $3,730-28.9% | $3,171-16.4% | $4,660-43.1% |
| Participant deferral / active EE | $3,286 | $5,724-42.6% | $5,016-34.5% | $6,688-50.9% |
| Admin fee / account holder | $3,033 | $17,304-82.5% | $11,033-72.5% | $13,397-77.4% |