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 | $146,210 | $183,519-20.3% | $155,509-6.0% | $145,922+0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,406 | $5,313+39.4% | $4,672+58.5% | $4,660+58.9% |
| Participant deferral / active EE | $14,389 | $6,462+122.7% | $5,626+155.8% | $6,688+115.2% |
| Admin fee / account holder | $15,573 | $19,313-19.4% | $15,912-2.1% | $13,397+16.2% |