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 | $144,064 | $115,882+24.3% | $100,516+43.3% | $158,922-9.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.03% | 34.79%-24.8pp | 30.89%-20.9pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,361 | $4,103-42.5% | $3,418-30.9% | $4,761-50.4% |
| Participant deferral / active EE | $2,612 | $6,674-60.9% | $6,270-58.3% | $5,982-56.3% |
| Admin fee / account holder | $1,451 | $10,995-86.8% | $8,081-82.0% | $11,246-87.1% |