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 | $141,177 | $176,377-20.0% | $134,143+5.2% | $158,922-11.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.72% | 63.63%-42.9pp | 36.33%-15.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,280 | $5,040-34.9% | $3,704-11.4% | $4,761-31.1% |
| Participant deferral / active EE | $3,280 | $4,091-19.8% | $3,499-6.3% | $5,982-45.2% |
| Admin fee / account holder | $361 | $8,718-95.9% | $6,684-94.6% | $11,246-96.8% |