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 | $142,913 | $113,339+26.1% | $94,993+50.4% | $147,584-3.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.11% | 20.77%-6.7pp | 27.12%-13.0pp | 578.55%-564.4pp |
| Employer contribution / active EE | $12,253 | $3,160+287.7% | $2,603+370.6% | $4,876+151.3% |
| Participant deferral / active EE | $12,000 | $3,777+217.7% | $3,317+261.8% | $5,439+120.6% |
| Admin fee / account holder | $1,443 | $6,063-76.2% | $4,960-70.9% | $10,885-86.7% |