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 | $141,071 | $154,117-8.5% | $129,995+8.5% | $139,434+1.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 31.03% | 32.48%-1.4pp | -137.18%+168.2pp | 372.94%-341.9pp |
| Employer contribution / active EE | $11,120 | $5,289+110.2% | $4,320+157.4% | $4,751+134.1% |
| Participant deferral / active EE | $9,818 | $6,710+46.3% | $5,820+68.7% | $6,710+46.3% |
| Admin fee / account holder | $4,312 | $14,007-69.2% | $10,614-59.4% | $11,403-62.2% |