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 | $140,294 | $95,266+47.3% | $82,389+70.3% | $142,382-1.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.10% | 25.74%-11.6pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,491 | $2,991+16.7% | $2,517+38.7% | $4,299-18.8% |
| Participant deferral / active EE | $3,990 | $4,809-17.0% | $4,155-4.0% | $6,507-38.7% |
| Admin fee / account holder | $624 | $8,563-92.7% | $7,231-91.4% | $12,624-95.1% |