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 | $149,039 | $179,726-17.1% | $156,263-4.6% | $142,382+4.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.77% | 77.86%-51.1pp | 59.47%-32.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,191 | $5,069-56.8% | $4,333-49.4% | $4,299-49.0% |
| Participant deferral / active EE | $2,758 | $6,956-60.3% | $6,158-55.2% | $6,507-57.6% |
| Admin fee / account holder | $31,704 | $17,272+83.6% | $14,255+122.4% | $12,624+151.1% |