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 | $157,780 | $127,065+24.2% | $113,168+39.4% | $142,382+10.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.63% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,557 | $3,442-25.7% | $2,975-14.0% | $4,299-40.5% |
| Participant deferral / active EE | $4,696 | $5,716-17.9% | $5,107-8.1% | $6,507-27.8% |
| Admin fee / account holder | $882 | $15,736-94.4% | $12,068-92.7% | $12,624-93.0% |