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 | $129,212 | $192,717-33.0% | $142,449-9.3% | $139,434-7.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 13.11% | 17.99%-4.9pp | 19.99%-6.9pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,222 | $5,806-61.7% | $4,847-54.2% | $4,751-53.2% |
| Participant deferral / active EE | $6,441 | $7,208-10.6% | $6,283+2.5% | $6,710-4.0% |
| Admin fee / account holder | $1,723 | $15,124-88.6% | $10,011-82.8% | $11,403-84.9% |