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 | $115,481 | $124,281-7.1% | $109,143+5.8% | $167,490-31.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.95% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,749 | $4,207+12.9% | $3,722+27.6% | $4,837-1.8% |
| Participant deferral / active EE | $7,764 | $5,255+47.7% | $4,653+66.9% | $6,341+22.4% |
| Admin fee / account holder | $1,530 | $7,970-80.8% | $6,752-77.3% | $12,309-87.6% |