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 | $127,657 | $110,257+15.8% | $96,544+32.2% | $139,434-8.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.88% | 26.32%-10.4pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,195 | $3,620-67.0% | $2,965-59.7% | $4,751-74.9% |
| Participant deferral / active EE | $3,457 | $5,548-37.7% | $4,851-28.7% | $6,710-48.5% |
| Admin fee / account holder | $5,645 | $11,591-51.3% | $8,252-31.6% | $11,403-50.5% |