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 | $146,242 | $154,117-5.1% | $129,995+12.5% | $139,434+4.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 32.48%-16.3pp | -137.18%+153.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,775 | $5,289-28.6% | $4,320-12.6% | $4,751-20.5% |
| Participant deferral / active EE | $7,550 | $6,710+12.5% | $5,820+29.7% | $6,710+12.5% |
| Admin fee / account holder | $5,079 | $14,007-63.7% | $10,614-52.2% | $11,403-55.5% |