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 | $138,953 | $177,572-21.7% | $154,803-10.2% | $142,382-2.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.87% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,355 | $4,810-71.8% | $4,305-68.5% | $4,299-68.5% |
| Participant deferral / active EE | $5,856 | $6,272-6.6% | $5,540+5.7% | $6,507-10.0% |
| Admin fee / account holder | $12,050 | $16,786-28.2% | $14,329-15.9% | $12,624-4.5% |