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 | $152,079 | $148,534+2.4% | $135,903+11.9% | $139,434+9.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,862 | $5,243-45.4% | $4,856-41.1% | $4,751-39.8% |
| Participant deferral / active EE | $10,734 | $8,100+32.5% | $7,758+38.4% | $6,710+60.0% |
| Admin fee / account holder | $2,859 | $12,400-76.9% | $10,762-73.4% | $11,403-74.9% |