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 3-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 | $84,082 | $97,125-13.4% | $86,233-2.5% | $137,256-38.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.58% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,084 | $2,841-26.6% | $2,504-16.8% | $4,156-49.9% |
| Participant deferral / active EE | $3,610 | $5,180-30.3% | $4,559-20.8% | $6,407-43.7% |
| Admin fee / account holder | $4,337 | $9,725-55.4% | $8,342-48.0% | $12,270-64.7% |