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 | $126,141 | $124,281+1.5% | $109,143+15.6% | $167,490-24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.03% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,600 | $4,207-38.2% | $3,722-30.1% | $4,837-46.3% |
| Participant deferral / active EE | $3,173 | $5,255-39.6% | $4,653-31.8% | $6,341-50.0% |
| Admin fee / account holder | $1,402 | $7,970-82.4% | $6,752-79.2% | $12,309-88.6% |