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 | $139,318 | $113,339+22.9% | $94,993+46.7% | $147,584-5.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 20.77%-5.7pp | 27.12%-12.1pp | 578.55%-563.5pp |
| Employer contribution / active EE | $4,244 | $3,160+34.3% | $2,603+63.0% | $4,876-13.0% |
| Participant deferral / active EE | $3,357 | $3,777-11.1% | $3,317+1.2% | $5,439-38.3% |
| Admin fee / account holder | $1,308 | $6,063-78.4% | $4,960-73.6% | $10,885-88.0% |