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 | $141,834 | $94,338+50.3% | $100,534+41.1% | $142,382-0.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.42% | 29.20%-15.8pp | 32.66%-19.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,499 | $4,237-41.0% | $4,346-42.5% | $4,299-41.9% |
| Participant deferral / active EE | $2,499 | $5,934-57.9% | $6,144-59.3% | $6,507-61.6% |
| Admin fee / account holder | $21,683 | $8,421+157.5% | $7,654+183.3% | $12,624+71.8% |