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 | $116,574 | $111,814+4.3% | $103,374+12.8% | $145,959-20.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.37% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $11,637 | $4,214+176.2% | $3,869+200.7% | $4,661+149.7% |
| Participant deferral / active EE | $6,604 | $5,618+17.5% | $5,058+30.6% | $6,689-1.3% |
| Admin fee / account holder | $396 | $9,754-95.9% | $8,394-95.3% | $13,398-97.0% |