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 | $132,252 | $165,984-20.3% | $164,813-19.8% | $145,922-9.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.72% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,851 | $5,273-64.9% | $4,341-57.4% | $4,660-60.3% |
| Participant deferral / active EE | $3,898 | $6,959-44.0% | $6,031-35.4% | $6,688-41.7% |
| Admin fee / account holder | $348 | $16,648-97.9% | $12,690-97.3% | $13,397-97.4% |