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 | $116,724 | $157,256-25.8% | $141,162-17.3% | $152,861-23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.41% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,626 | $5,261-50.1% | $4,735-44.5% | $4,762-44.9% |
| Participant deferral / active EE | $8,057 | $7,109+13.3% | $6,709+20.1% | $5,850+37.7% |
| Admin fee / account holder | $1,836 | $12,120-84.9% | $10,261-82.1% | $11,596-84.2% |