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 | $141,632 | $154,117-8.1% | $129,995+9.0% | $139,434+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.91% | 32.48%-10.6pp | -137.18%+159.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $7,184 | $5,289+35.8% | $4,320+66.3% | $4,751+51.2% |
| Participant deferral / active EE | $9,405 | $6,710+40.2% | $5,820+61.6% | $6,710+40.2% |
| Admin fee / account holder | $4,452 | $14,007-68.2% | $10,614-58.1% | $11,403-61.0% |