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 | $152,279 | $146,267+4.1% | $197,124-22.7% | $82,448+84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 19.49% | 29.61%-10.1pp | 44.34%-24.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $7,723 | $4,723+63.5% | $6,227+24.0% | $2,551+202.8% |
| Participant deferral / active EE | $19,778 | $7,035+181.1% | $9,135+116.5% | $4,139+377.8% |
| Admin fee / account holder | $9,814 | $14,422-31.9% | $16,298-39.8% | $7,234+35.7% |