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 | $142,107 | $133,922+6.1% | $116,228+22.3% | $142,382-0.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.09% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,461 | $3,446+29.5% | $2,994+49.0% | $4,299+3.8% |
| Participant deferral / active EE | $7,763 | $5,672+36.9% | $4,953+56.7% | $6,507+19.3% |
| Admin fee / account holder | $6,127 | $14,945-59.0% | $11,989-48.9% | $12,624-51.5% |