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 | $120,349 | $109,359+10.0% | $162,163-25.8% | $72,985+64.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.61% | 25.46%-6.9pp | 115.59%-97.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,231 | $3,907-42.9% | $5,614-60.3% | $2,440-8.6% |
| Participant deferral / active EE | $5,573 | $5,481+1.7% | $7,298-23.6% | $3,607+54.5% |
| Admin fee / account holder | $6,876 | $7,972-13.7% | $10,843-36.6% | $5,124+34.2% |