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 | $97,292 | $133,922-27.4% | $116,228-16.3% | $142,382-31.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.87% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,148 | $3,446-66.7% | $2,994-61.7% | $4,299-73.3% |
| Participant deferral / active EE | $2,624 | $5,672-53.7% | $4,953-47.0% | $6,507-59.7% |
| Admin fee / account holder | $23,134 | $14,945+54.8% | $11,989+93.0% | $12,624+83.3% |