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 | $138,338 | $175,202-21.0% | $149,673-7.6% | $139,434-0.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.65% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,748 | $5,474-68.1% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $3,526 | $6,519-45.9% | $5,680-37.9% | $6,710-47.5% |
| Admin fee / account holder | $11,528 | $16,150-28.6% | $13,210-12.7% | $11,403+1.1% |