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 | $136,900 | $135,952+0.7% | $123,892+10.5% | $273,961-50.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.43% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,380 | $5,170-54.0% | $4,617-48.5% | $4,869-51.1% |
| Participant deferral / active EE | $9,040 | $6,343+42.5% | $5,984+51.1% | $5,287+71.0% |
| Admin fee / account holder | $10,477 | $9,817+6.7% | $8,357+25.4% | $10,132+3.4% |