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 | $153,052 | $138,347+10.6% | $184,203-16.9% | $80,856+89.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.69% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,101 | $4,850-36.1% | $6,427-51.8% | $2,755+12.6% |
| Participant deferral / active EE | $6,580 | $7,071-6.9% | $9,131-27.9% | $4,296+53.2% |
| Admin fee / account holder | $13,933 | $10,483+32.9% | $13,901+0.2% | $6,918+101.4% |