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 | $138,538 | $114,237+21.3% | $119,258+16.2% | $167,490-17.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 14.59% | 29.87%-15.3pp | 30.69%-16.1pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,875 | $4,481-13.5% | $4,384-11.6% | $4,837-19.9% |
| Participant deferral / active EE | $3,392 | $6,084-44.2% | $6,111-44.5% | $6,341-46.5% |
| Admin fee / account holder | $1,743 | $8,932-80.5% | $7,226-75.9% | $12,309-85.8% |