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 | $154,942 | $148,534+4.3% | $135,903+14.0% | $139,434+11.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.37% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,875 | $5,243-64.2% | $4,856-61.4% | $4,751-60.5% |
| Participant deferral / active EE | $2,500 | $8,100-69.1% | $7,758-67.8% | $6,710-62.7% |
| Admin fee / account holder | $787 | $12,400-93.7% | $10,762-92.7% | $11,403-93.1% |