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 | $144,090 | $152,587-5.6% | $125,175+15.1% | $152,861-5.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.23% | 54.84%-30.6pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,203 | $4,946+5.2% | $3,865+34.6% | $4,762+9.2% |
| Participant deferral / active EE | $5,932 | $5,868+1.1% | $4,937+20.2% | $5,850+1.4% |
| Admin fee / account holder | $37,416 | $13,434+178.5% | $9,702+285.6% | $11,596+222.7% |