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 | $140,566 | $178,174-21.1% | $156,181-10.0% | $137,256+2.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.80% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,951 | $4,972-60.8% | $4,294-54.6% | $4,156-53.1% |
| Participant deferral / active EE | $6,050 | $6,888-12.2% | $6,132-1.3% | $6,407-5.6% |
| Admin fee / account holder | $2,485 | $17,404-85.7% | $14,586-83.0% | $12,270-79.7% |