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 | $158,983 | $176,812-10.1% | $146,665+8.4% | $167,490-5.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.53% | 24.03%-6.5pp | 22.74%-5.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,970 | $5,160-61.8% | $4,136-52.4% | $4,837-59.3% |
| Participant deferral / active EE | $5,985 | $6,440-7.1% | $5,506+8.7% | $6,341-5.6% |
| Admin fee / account holder | $6,202 | $13,259-53.2% | $10,280-39.7% | $12,309-49.6% |