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 | $151,109 | $111,754+35.2% | $103,333+46.2% | $145,922+3.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 9.56% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,349 | $4,212+3.2% | $3,868+12.4% | $4,660-6.7% |
| Participant deferral / active EE | $12,418 | $5,619+121.0% | $5,057+145.5% | $6,688+85.7% |
| Admin fee / account holder | $1,516 | $9,750-84.4% | $8,355-81.8% | $13,397-88.7% |