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 | $155,734 | $177,572-12.3% | $154,803+0.6% | $142,382+9.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.87% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,702 | $4,810-43.8% | $4,305-37.2% | $4,299-37.1% |
| Participant deferral / active EE | $2,702 | $6,272-56.9% | $5,540-51.2% | $6,507-58.5% |
| Admin fee / account holder | $1,116 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |