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 | $139,529 | $148,534-6.1% | $135,903+2.7% | $139,434+0.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.42% | 79.19%-51.8pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $3,681 | $5,243-29.8% | $4,856-24.2% | $4,751-22.5% |
| Participant deferral / active EE | $8,430 | $8,100+4.1% | $7,758+8.7% | $6,710+25.6% |
| Admin fee / account holder | $414 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |