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 | $141,740 | $148,534-4.6% | $135,903+4.3% | $139,434+1.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.64% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,472 | $5,243-33.8% | $4,856-28.5% | $4,751-26.9% |
| Participant deferral / active EE | $6,655 | $8,100-17.8% | $7,758-14.2% | $6,710-0.8% |
| Admin fee / account holder | $2,996 | $12,400-75.8% | $10,762-72.2% | $11,403-73.7% |