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 | $158,548 | $159,602-0.7% | $150,045+5.7% | $142,382+11.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.59% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,673 | $4,961-26.0% | $4,693-21.7% | $4,299-14.6% |
| Participant deferral / active EE | $10,286 | $8,310+23.8% | $7,997+28.6% | $6,507+58.1% |
| Admin fee / account holder | $3,644 | $14,846-75.5% | $13,435-72.9% | $12,624-71.1% |