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 | $116,113 | $111,754+3.9% | $103,333+12.4% | $145,922-20.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $997 | $4,212-76.3% | $3,868-74.2% | $4,660-78.6% |
| Participant deferral / active EE | $3,990 | $5,619-29.0% | $5,057-21.1% | $6,688-40.3% |
| Admin fee / account holder | $380 | $9,750-96.1% | $8,355-95.5% | $13,397-97.2% |