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 | $150,881 | $140,940+7.1% | $112,229+34.4% | $139,434+8.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.41% | 32.71%-19.3pp | 30.20%-16.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,530 | $4,283-40.9% | $3,430-26.2% | $4,751-46.7% |
| Participant deferral / active EE | $2,251 | $5,874-61.7% | $4,798-53.1% | $6,710-66.4% |
| Admin fee / account holder | $4,374 | $9,954-56.1% | $7,748-43.5% | $11,403-61.6% |