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 | $131,440 | $162,781-19.3% | $133,956-1.9% | $158,922-17.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.24% | 41.94%-22.7pp | 45.09%-25.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,066 | $4,975-58.5% | $3,919-47.3% | $4,761-56.6% |
| Participant deferral / active EE | $6,150 | $5,911+4.0% | $5,048+21.8% | $5,982+2.8% |
| Admin fee / account holder | $13,864 | $11,736+18.1% | $8,927+55.3% | $11,246+23.3% |