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 | $160,675 | $228,332-29.6% | $185,823-13.5% | $158,922+1.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.82% | 40.80%-23.0pp | 35.95%-18.1pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,403 | $4,967-31.5% | $4,087-16.7% | $4,761-28.5% |
| Participant deferral / active EE | $15,374 | $6,415+139.7% | $5,632+173.0% | $5,982+157.0% |
| Admin fee / account holder | $1,508 | $11,864-87.3% | $9,500-84.1% | $11,246-86.6% |