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 | $126,233 | $152,587-17.3% | $125,175+0.8% | $152,861-17.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.13% | 54.84%-34.7pp | 43.79%-23.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,942 | $4,946-20.3% | $3,865+2.0% | $4,762-17.2% |
| Participant deferral / active EE | $9,205 | $5,868+56.9% | $4,937+86.5% | $5,850+57.3% |
| Admin fee / account holder | $4,614 | $13,434-65.7% | $9,702-52.4% | $11,596-60.2% |