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 | $118,698 | $118,849-0.1% | $96,562+22.9% | $167,490-29.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.29% | 50.49%-30.2pp | 37.78%-17.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,914 | $3,120-38.7% | $2,356-18.8% | $4,837-60.4% |
| Participant deferral / active EE | $6,624 | $4,616+43.5% | $3,849+72.1% | $6,341+4.5% |
| Admin fee / account holder | $1,432 | $8,065-82.2% | $6,181-76.8% | $12,309-88.4% |