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 | $136,944 | $157,256-12.9% | $141,162-3.0% | $152,861-10.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.04% | 64.32%-48.3pp | 71.39%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,331 | $5,261+39.3% | $4,735+54.8% | $4,762+53.9% |
| Participant deferral / active EE | $6,742 | $7,109-5.2% | $6,709+0.5% | $5,850+15.2% |
| Admin fee / account holder | $1,004 | $12,120-91.7% | $10,261-90.2% | $11,596-91.3% |