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 | $151,366 | $165,984-8.8% | $164,813-8.2% | $145,922+3.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.93% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,784 | $5,273-66.2% | $4,341-58.9% | $4,660-61.7% |
| Participant deferral / active EE | $3,389 | $6,959-51.3% | $6,031-43.8% | $6,688-49.3% |
| Admin fee / account holder | $13,472 | $16,648-19.1% | $12,690+6.2% | $13,397+0.6% |