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 | $146,051 | $176,377-17.2% | $134,143+8.9% | $158,922-8.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.17% | 63.63%-48.5pp | 36.33%-21.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,583 | $5,040-28.9% | $3,704-3.3% | $4,761-24.8% |
| Participant deferral / active EE | $10,000 | $4,091+144.4% | $3,499+185.8% | $5,982+67.2% |
| Admin fee / account holder | $468 | $8,718-94.6% | $6,684-93.0% | $11,246-95.8% |