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 | $142,687 | $124,281+14.8% | $109,143+30.7% | $167,490-14.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.51% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,809 | $4,207-57.0% | $3,722-51.4% | $4,837-62.6% |
| Participant deferral / active EE | $3,535 | $5,255-32.7% | $4,653-24.0% | $6,341-44.3% |
| Admin fee / account holder | $2,112 | $7,970-73.5% | $6,752-68.7% | $12,309-82.8% |