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 | $125,490 | $152,460-17.7% | $118,746+5.7% | $147,584-15.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.46% | 17.41%-4.0pp | 24.54%-11.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,335 | $5,046-73.5% | $4,193-68.2% | $4,876-72.6% |
| Participant deferral / active EE | $2,868 | $6,212-53.8% | $5,332-46.2% | $5,439-47.3% |
| Admin fee / account holder | $14,954 | $16,953-11.8% | $10,720+39.5% | $10,885+37.4% |