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 | $139,067 | $149,679-7.1% | $117,039+18.8% | $147,584-5.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.63% | 19.31%-4.7pp | 18.95%-4.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,660 | $4,937-25.9% | $3,785-3.3% | $4,876-24.9% |
| Participant deferral / active EE | $4,699 | $4,912-4.3% | $3,929+19.6% | $5,439-13.6% |
| Admin fee / account holder | $698 | $7,856-91.1% | $5,974-88.3% | $10,885-93.6% |