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 6-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 | $94,364 | $108,919-13.4% | $100,391-6.0% | $145,922-35.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 57.88%-46.4pp | 49.20%-37.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,738 | $4,419-60.7% | $3,942-55.9% | $4,660-62.7% |
| Participant deferral / active EE | $5,225 | $8,445-38.1% | $8,082-35.3% | $6,688-21.9% |
| Admin fee / account holder | $4,985 | $9,689-48.5% | $7,899-36.9% | $13,397-62.8% |