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 | $166,020-22.4% | $164,866-21.9% | $145,959-11.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.28% | 100.08%-84.8pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,061 | $5,275-42.0% | $4,343-29.5% | $4,661-34.3% |
| Participant deferral / active EE | $5,691 | $6,961-18.2% | $6,033-5.7% | $6,689-14.9% |
| Admin fee / account holder | $5,188 | $16,644-68.8% | $12,689-59.1% | $13,398-61.3% |