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 | $139,680 | $105,859+31.9% | $90,160+54.9% | $147,584-5.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.74% | 37.63%-21.9pp | 34.88%-19.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,109 | $4,126-48.9% | $3,318-36.4% | $4,876-56.8% |
| Participant deferral / active EE | $1,907 | $5,733-66.7% | $5,288-63.9% | $5,439-64.9% |
| Admin fee / account holder | $2,826 | $8,046-64.9% | $5,943-52.4% | $10,885-74.0% |