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 | $150,509 | $104,251+44.4% | $91,001+65.4% | $147,584+2.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.48% | 27.06%-13.6pp | 4.60%+8.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,111 | $3,116-0.1% | $2,456+26.7% | $4,876-36.2% |
| Participant deferral / active EE | $4,546 | $4,195+8.4% | $3,547+28.2% | $5,439-16.4% |
| Admin fee / account holder | $1,197 | $8,948-86.6% | $5,417-77.9% | $10,885-89.0% |