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 | $119,278 | $125,758-5.2% | $169,993-29.8% | $75,163+58.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.42% | 27.20%-7.8pp | 53.37%-34.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,181 | $4,615-9.4% | $6,785-38.4% | $2,670+56.6% |
| Participant deferral / active EE | $8,934 | $6,837+30.7% | $10,408-14.2% | $4,125+116.6% |
| Admin fee / account holder | $1,772 | $8,173-78.3% | $12,815-86.2% | $5,651-68.6% |