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 | $178,174-18.4% | $156,181-7.0% | $137,256+5.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.29% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,996 | $4,972-19.6% | $4,294-6.9% | $4,156-3.9% |
| Participant deferral / active EE | $2,617 | $6,888-62.0% | $6,132-57.3% | $6,407-59.2% |
| Admin fee / account holder | $2,521 | $17,404-85.5% | $14,586-82.7% | $12,270-79.5% |