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 | $172,579 | $179,726-4.0% | $156,263+10.4% | $142,382+21.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.39% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,111 | $5,069-38.6% | $4,333-28.2% | $4,299-27.6% |
| Participant deferral / active EE | $5,772 | $6,956-17.0% | $6,158-6.3% | $6,507-11.3% |
| Admin fee / account holder | $2,721 | $17,272-84.2% | $14,255-80.9% | $12,624-78.4% |