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 | $160,016 | $127,065+25.9% | $113,168+41.4% | $142,382+12.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.12% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,567 | $3,442-25.4% | $2,975-13.7% | $4,299-40.3% |
| Participant deferral / active EE | $4,534 | $5,716-20.7% | $5,107-11.2% | $6,507-30.3% |
| Admin fee / account holder | $11,685 | $15,736-25.7% | $12,068-3.2% | $12,624-7.4% |