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 | $137,705 | $154,117-10.6% | $129,995+5.9% | $139,434-1.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 32.48%-18.0pp | -137.18%+151.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,041 | $5,289-61.4% | $4,320-52.7% | $4,751-57.0% |
| Participant deferral / active EE | $4,736 | $6,710-29.4% | $5,820-18.6% | $6,710-29.4% |
| Admin fee / account holder | $1,621 | $14,007-88.4% | $10,614-84.7% | $11,403-85.8% |