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 | $167,692 | $148,534+12.9% | $135,903+23.4% | $139,434+20.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.07% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,856-45.2% | $4,751-44.0% |
| Participant deferral / active EE | $4,773 | $8,100-41.1% | $7,758-38.5% | $6,710-28.9% |
| Admin fee / account holder | $6,183 | $12,400-50.1% | $10,762-42.5% | $11,403-45.8% |