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 | $120,277 | $110,257+9.1% | $96,544+24.6% | $139,434-13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.24% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,444 | $3,620-60.1% | $2,965-51.3% | $4,751-69.6% |
| Participant deferral / active EE | $6,343 | $5,548+14.3% | $4,851+30.8% | $6,710-5.5% |
| Admin fee / account holder | $30,986 | $11,591+167.3% | $8,252+275.5% | $11,403+171.7% |