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 | $142,090 | $154,117-7.8% | $129,995+9.3% | $139,434+1.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 32.48%-21.5pp | -137.18%+148.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,611 | $5,289-31.7% | $4,320-16.4% | $4,751-24.0% |
| Participant deferral / active EE | $4,203 | $6,710-37.4% | $5,820-27.8% | $6,710-37.4% |
| Admin fee / account holder | $670 | $14,007-95.2% | $10,614-93.7% | $11,403-94.1% |