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 | $117,594 | $124,319-5.4% | $111,297+5.7% | $167,490-29.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.79% | 37.44%-17.6pp | 54.65%-34.9pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,295 | $3,435-62.3% | $2,731-52.6% | $4,837-73.2% |
| Participant deferral / active EE | $4,528 | $5,180-12.6% | $4,487+0.9% | $6,341-28.6% |
| Admin fee / account holder | $1,160 | $10,618-89.1% | $7,964-85.4% | $12,309-90.6% |