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 | $178,174-20.6% | $156,181-9.5% | $137,256+3.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.28% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,479 | $4,972-50.1% | $4,294-42.3% | $4,156-40.4% |
| Participant deferral / active EE | $3,695 | $6,888-46.4% | $6,132-39.7% | $6,407-42.3% |
| Admin fee / account holder | $7,000 | $17,404-59.8% | $14,586-52.0% | $12,270-43.0% |