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 | $128,832 | $165,984-22.4% | $164,813-21.8% | $145,922-11.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.28% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,061 | $5,273-42.0% | $4,341-29.5% | $4,660-34.3% |
| Participant deferral / active EE | $5,691 | $6,959-18.2% | $6,031-5.6% | $6,688-14.9% |
| Admin fee / account holder | $5,188 | $16,648-68.8% | $12,690-59.1% | $13,397-61.3% |