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 | $146,740 | $142,405+3.0% | $115,157+27.4% | $152,861-4.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.61% | 41.48%-23.9pp | 35.60%-18.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,664 | $4,010-58.5% | $3,179-47.7% | $4,762-65.1% |
| Participant deferral / active EE | $2,914 | $5,164-43.6% | $4,168-30.1% | $5,850-50.2% |
| Admin fee / account holder | $1,019 | $8,462-88.0% | $7,088-85.6% | $11,596-91.2% |