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 | $150,186 | $177,572-15.4% | $154,803-3.0% | $142,382+5.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.07% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $7,843 | $4,810+63.0% | $4,305+82.2% | $4,299+82.4% |
| Participant deferral / active EE | $4,047 | $6,272-35.5% | $5,540-27.0% | $6,507-37.8% |
| Admin fee / account holder | $1,695 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |