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 | $145,306 | $179,726-19.2% | $156,263-7.0% | $142,382+2.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.29% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,996 | $5,069-21.2% | $4,333-7.8% | $4,299-7.1% |
| Participant deferral / active EE | $2,617 | $6,956-62.4% | $6,158-57.5% | $6,507-59.8% |
| Admin fee / account holder | $2,521 | $17,272-85.4% | $14,255-82.3% | $12,624-80.0% |