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 | $136,147 | $157,256-13.4% | $141,162-3.6% | $152,861-10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.09% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,711 | $5,261-10.4% | $4,735-0.5% | $4,762-1.1% |
| Participant deferral / active EE | $11,406 | $7,109+60.4% | $6,709+70.0% | $5,850+95.0% |
| Admin fee / account holder | $1,879 | $12,120-84.5% | $10,261-81.7% | $11,596-83.8% |