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 | $111,921 | $157,256-28.8% | $141,162-20.7% | $152,861-26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.43% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $8,888 | $5,261+68.9% | $4,735+87.7% | $4,762+86.6% |
| Participant deferral / active EE | $8,052 | $7,109+13.3% | $6,709+20.0% | $5,850+37.6% |
| Admin fee / account holder | $2,605 | $12,120-78.5% | $10,261-74.6% | $11,596-77.5% |