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 | $138,015 | $202,432-31.8% | $169,368-18.5% | $139,434-1.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.61% | 531.74%-515.1pp | 405.60%-389.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,855 | $4,692-39.2% | $4,013-28.8% | $4,751-39.9% |
| Participant deferral / active EE | $7,828 | $6,938+12.8% | $6,221+25.8% | $6,710+16.7% |
| Admin fee / account holder | $1,445 | $10,708-86.5% | $9,003-84.0% | $11,403-87.3% |