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 | $133,344 | $106,584+25.1% | $101,326+31.6% | $142,382-6.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.49% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,238 | $3,956-43.4% | $3,665-38.9% | $4,299-47.9% |
| Participant deferral / active EE | $12,504 | $8,297+50.7% | $7,994+56.4% | $6,507+92.2% |
| Admin fee / account holder | $35,510 | $11,446+210.2% | $11,185+217.5% | $12,624+181.3% |