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 | $146,741 | $157,256-6.7% | $141,162+4.0% | $152,861-4.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.32% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,662 | $5,261-30.4% | $4,735-22.7% | $4,762-23.1% |
| Participant deferral / active EE | $13,504 | $7,109+89.9% | $6,709+101.3% | $5,850+130.8% |
| Admin fee / account holder | $104,739 | $12,120+764.2% | $10,261+920.7% | $11,596+803.2% |