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 | $150,819 | $152,587-1.2% | $125,175+20.5% | $152,861-1.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.48% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,331 | $4,946-73.1% | $3,865-65.6% | $4,762-72.0% |
| Participant deferral / active EE | $3,162 | $5,868-46.1% | $4,937-36.0% | $5,850-46.0% |
| Admin fee / account holder | $1,077 | $13,434-92.0% | $9,702-88.9% | $11,596-90.7% |