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 | $174,484 | $228,332-23.6% | $185,823-6.1% | $158,922+9.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.31% | 40.80%-23.5pp | 35.95%-18.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,385 | $4,967+8.4% | $4,087+31.7% | $4,761+13.1% |
| Participant deferral / active EE | $5,760 | $6,415-10.2% | $5,632+2.3% | $5,982-3.7% |
| Admin fee / account holder | $2,495 | $11,864-79.0% | $9,500-73.7% | $11,246-77.8% |