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 | $139,556 | $197,591-29.4% | $177,821-21.5% | $158,922-12.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.05% | 58.76%-37.7pp | 48.32%-27.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $5,054 | $6,697-24.5% | $5,918-14.6% | $4,761+6.1% |
| Participant deferral / active EE | $3,902 | $8,405-53.6% | $7,714-49.4% | $5,982-34.8% |
| Admin fee / account holder | $11,252 | $15,399-26.9% | $12,427-9.5% | $11,246+0.1% |