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 | $151,797 | $158,398-4.2% | $126,539+20.0% | $142,382+6.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.76% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,977 | $4,650-57.5% | $3,674-46.2% | $4,299-54.0% |
| Participant deferral / active EE | $4,216 | $4,767-11.6% | $4,083+3.3% | $6,507-35.2% |
| Admin fee / account holder | $2,954 | $6,918-57.3% | $6,065-51.3% | $12,624-76.6% |