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 | $144,204 | $154,117-6.4% | $129,995+10.9% | $139,434+3.4% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 14.00% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,707 | $5,289-48.8% | $4,320-37.3% | $4,751-43.0% |
| Participant deferral / active EE | $7,740 | $6,710+15.4% | $5,820+33.0% | $6,710+15.3% |
| Admin fee / account holder | $401 | $14,007-97.1% | $10,614-96.2% | $11,403-96.5% |