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 | $122,727 | $124,319-1.3% | $111,297+10.3% | $167,490-26.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.08% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,509 | $3,435-27.0% | $2,731-8.1% | $4,837-48.1% |
| Participant deferral / active EE | $8,847 | $5,180+70.8% | $4,487+97.2% | $6,341+39.5% |
| Admin fee / account holder | $5,379 | $10,618-49.3% | $7,964-32.5% | $12,309-56.3% |