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 | $141,707 | $157,256-9.9% | $141,162+0.4% | $152,861-7.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.41% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,266 | $5,261-56.9% | $4,735-52.1% | $4,762-52.4% |
| Participant deferral / active EE | $9,366 | $7,109+31.7% | $6,709+39.6% | $5,850+60.1% |
| Admin fee / account holder | $1,439 | $12,120-88.1% | $10,261-86.0% | $11,596-87.6% |