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 | $141,421 | $179,726-21.3% | $156,263-9.5% | $142,382-0.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.28% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,479 | $5,069-51.1% | $4,333-42.8% | $4,299-42.3% |
| Participant deferral / active EE | $3,695 | $6,956-46.9% | $6,158-40.0% | $6,507-43.2% |
| Admin fee / account holder | $7,000 | $17,272-59.5% | $14,255-50.9% | $12,624-44.5% |