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 | $135,204 | $157,256-14.0% | $141,162-4.2% | $152,861-11.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.40% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $6,489 | $5,261+23.3% | $4,735+37.0% | $4,762+36.3% |
| Participant deferral / active EE | $8,052 | $7,109+13.3% | $6,709+20.0% | $5,850+37.6% |
| Admin fee / account holder | $40,343 | $12,120+232.9% | $10,261+293.2% | $11,596+247.9% |