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 | $135,457 | $133,922+1.1% | $116,228+16.5% | $142,382-4.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.96% | 147.76%-125.8pp | 90.06%-68.1pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,435 | $3,446-58.4% | $2,994-52.1% | $4,299-66.6% |
| Participant deferral / active EE | $5,409 | $5,672-4.6% | $4,953+9.2% | $6,507-16.9% |
| Admin fee / account holder | $6,396 | $14,945-57.2% | $11,989-46.7% | $12,624-49.3% |