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 | $140,581 | $159,602-11.9% | $150,045-6.3% | $142,382-1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.55% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,624 | $4,961-67.3% | $4,693-65.4% | $4,299-62.2% |
| Participant deferral / active EE | $3,231 | $8,310-61.1% | $7,997-59.6% | $6,507-50.3% |
| Admin fee / account holder | $20,457 | $14,846+37.8% | $13,435+52.3% | $12,624+62.1% |