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 | $100,789 | $78,672+28.1% | $109,143-7.7% | $85,850+17.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 25.04% | 25.09%0pp | 25.75%-0.7pp | 318.53%-293.5pp |
| Employer contribution / active EE | $2,941 | $2,735+7.5% | $3,722-21.0% | $2,565+14.7% |
| Participant deferral / active EE | $5,022 | $3,467+44.8% | $4,653+7.9% | $3,952+27.1% |
| Admin fee / account holder | $927 | $5,469-83.1% | $6,752-86.3% | $6,260-85.2% |