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 | $128,566 | $106,515+20.7% | $96,683+33.0% | $139,434-7.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.12% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $6,770 | $4,103+65.0% | $3,737+81.2% | $4,751+42.5% |
| Participant deferral / active EE | $6,208 | $5,454+13.8% | $4,878+27.3% | $6,710-7.5% |
| Admin fee / account holder | $4,127 | $7,877-47.6% | $6,730-38.7% | $11,403-63.8% |