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 | $146,739 | $228,332-35.7% | $185,823-21.0% | $158,922-7.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.40% | 40.80%-19.4pp | 35.95%-14.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,641 | $4,967-46.8% | $4,087-35.4% | $4,761-44.5% |
| Participant deferral / active EE | $5,808 | $6,415-9.5% | $5,632+3.1% | $5,982-2.9% |
| Admin fee / account holder | $2,938 | $11,864-75.2% | $9,500-69.1% | $11,246-73.9% |