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 | $160,758 | $165,984-3.1% | $164,813-2.5% | $145,922+10.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.85% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,607 | $5,273-69.5% | $4,341-63.0% | $4,660-65.5% |
| Participant deferral / active EE | $5,200 | $6,959-25.3% | $6,031-13.8% | $6,688-22.2% |
| Admin fee / account holder | $2,608 | $16,648-84.3% | $12,690-79.4% | $13,397-80.5% |