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 | $167,050 | $124,281+34.4% | $109,143+53.1% | $167,490-0.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.05% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,874 | $4,207-55.5% | $3,722-49.6% | $4,837-61.3% |
| Participant deferral / active EE | $4,480 | $5,255-14.7% | $4,653-3.7% | $6,341-29.3% |
| Admin fee / account holder | $1,686 | $7,970-78.8% | $6,752-75.0% | $12,309-86.3% |