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 | $163,666 | $152,587+7.3% | $125,175+30.7% | $152,861+7.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.65% | 54.84%-39.2pp | 43.79%-28.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,019 | $4,946-79.4% | $3,865-73.6% | $4,762-78.6% |
| Participant deferral / active EE | $2,591 | $5,868-55.9% | $4,937-47.5% | $5,850-55.7% |
| Admin fee / account holder | $1,354 | $13,434-89.9% | $9,702-86.0% | $11,596-88.3% |