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 | $154,495 | $149,734+3.2% | $118,925+29.9% | $158,922-2.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.63% | 19.95%-6.3pp | 35.88%-22.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,320 | $4,115-67.9% | $3,263-59.5% | $4,761-72.3% |
| Participant deferral / active EE | $8,343 | $5,223+59.7% | $4,265+95.6% | $5,982+39.5% |
| Admin fee / account holder | $1,448 | $8,603-83.2% | $6,581-78.0% | $11,246-87.1% |