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 | $152,135 | $161,352-5.7% | $134,172+13.4% | $137,256+10.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.34% | 28.72%-13.4pp | 25.30%-10.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,748 | $4,099-33.0% | $3,420-19.6% | $4,156-33.9% |
| Participant deferral / active EE | $15,892 | $5,552+186.2% | $4,690+238.8% | $6,407+148.0% |
| Admin fee / account holder | $1,427 | $15,028-90.5% | $12,016-88.1% | $12,270-88.4% |