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 | $134,612 | $111,814+20.4% | $103,374+30.2% | $145,959-7.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 24.77%-10.4pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,125 | $4,214-73.3% | $3,869-70.9% | $4,661-75.9% |
| Participant deferral / active EE | $7,242 | $5,618+28.9% | $5,058+43.2% | $6,689+8.3% |
| Admin fee / account holder | $2,692 | $9,754-72.4% | $8,394-67.9% | $13,398-79.9% |