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 | $144,637 | $157,256-8.0% | $141,162+2.5% | $152,861-5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.34% | 64.32%-49.0pp | 71.39%-56.1pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,838 | $5,261-27.0% | $4,735-18.9% | $4,762-19.4% |
| Participant deferral / active EE | $8,150 | $7,109+14.6% | $6,709+21.5% | $5,850+39.3% |
| Admin fee / account holder | $1,888 | $12,120-84.4% | $10,261-81.6% | $11,596-83.7% |