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 | $124,425+26.8% | $112,040+40.8% | $137,256+15.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.63% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,557 | $3,411-25.0% | $2,954-13.4% | $4,156-38.5% |
| Participant deferral / active EE | $4,696 | $5,718-17.9% | $5,098-7.9% | $6,407-26.7% |
| Admin fee / account holder | $882 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |