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 | $134,884 | $111,754+20.7% | $103,333+30.5% | $145,922-7.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 24.77%-10.6pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,225 | $4,212-70.9% | $3,868-68.3% | $4,660-73.7% |
| Participant deferral / active EE | $6,972 | $5,619+24.1% | $5,057+37.9% | $6,688+4.3% |
| Admin fee / account holder | $2,987 | $9,750-69.4% | $8,355-64.3% | $13,397-77.7% |