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 | $145,925 | $116,175+25.6% | $93,606+55.9% | $152,861-4.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 10.61% | 35.96%-25.4pp | 32.76%-22.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,748 | $3,218-45.7% | $2,718-35.7% | $4,762-63.3% |
| Participant deferral / active EE | $6,009 | $4,603+30.5% | $4,069+47.7% | $5,850+2.7% |
| Admin fee / account holder | $4,344 | $10,748-59.6% | $7,888-44.9% | $11,596-62.5% |