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 | $154,584 | $176,812-12.6% | $146,665+5.4% | $167,490-7.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.32% | 24.03%-8.7pp | 22.74%-7.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,959 | $5,160-42.6% | $4,136-28.5% | $4,837-38.8% |
| Participant deferral / active EE | $7,175 | $6,440+11.4% | $5,506+30.3% | $6,341+13.1% |
| Admin fee / account holder | $1,211 | $13,259-90.9% | $10,280-88.2% | $12,309-90.2% |