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 | $155,863 | $133,922+16.4% | $116,228+34.1% | $142,382+9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.09% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,622 | $3,446-52.9% | $2,994-45.8% | $4,299-62.3% |
| Participant deferral / active EE | $3,989 | $5,672-29.7% | $4,953-19.5% | $6,507-38.7% |
| Admin fee / account holder | $15,788 | $14,945+5.6% | $11,989+31.7% | $12,624+25.1% |