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 | $120,741 | $111,754+8.0% | $103,333+16.8% | $145,922-17.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.20% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,286 | $4,212+1.7% | $3,868+10.8% | $4,660-8.0% |
| Participant deferral / active EE | $4,075 | $5,619-27.5% | $5,057-19.4% | $6,688-39.1% |
| Admin fee / account holder | $12,726 | $9,750+30.5% | $8,355+52.3% | $13,397-5.0% |