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 | $140,702 | $148,534-5.3% | $135,903+3.5% | $139,434+0.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.57% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,841 | $5,243+49.5% | $4,856+61.5% | $4,751+65.0% |
| Participant deferral / active EE | $12,521 | $8,100+54.6% | $7,758+61.4% | $6,710+86.6% |
| Admin fee / account holder | $4,855 | $12,400-60.8% | $10,762-54.9% | $11,403-57.4% |