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 | $131,346 | $177,572-26.0% | $154,803-15.2% | $142,382-7.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,238 | $4,810-74.3% | $4,305-71.2% | $4,299-71.2% |
| Participant deferral / active EE | $2,721 | $6,272-56.6% | $5,540-50.9% | $6,507-58.2% |
| Admin fee / account holder | $56,650 | $16,786+237.5% | $14,329+295.3% | $12,624+348.8% |