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 | $137,717 | $105,859+30.1% | $90,160+52.7% | $147,584-6.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.70% | 37.63%-26.9pp | 34.88%-24.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $3,113 | $4,126-24.5% | $3,318-6.2% | $4,876-36.2% |
| Participant deferral / active EE | $4,185 | $5,733-27.0% | $5,288-20.8% | $5,439-23.0% |
| Admin fee / account holder | $8,064 | $8,046+0.2% | $5,943+35.7% | $10,885-25.9% |