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 | $142,260 | $154,117-7.7% | $129,995+9.4% | $139,434+2.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.30% | 32.48%-16.2pp | -137.18%+153.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,862 | $5,289-64.8% | $4,320-56.9% | $4,751-60.8% |
| Participant deferral / active EE | $10,877 | $6,710+62.1% | $5,820+86.9% | $6,710+62.1% |
| Admin fee / account holder | $310 | $14,007-97.8% | $10,614-97.1% | $11,403-97.3% |