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 | $117,660 | $98,240+19.8% | $82,313+42.9% | $147,584-20.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.98% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,577 | $3,192-50.6% | $2,428-35.0% | $4,876-67.7% |
| Participant deferral / active EE | $4,535 | $4,383+3.5% | $3,706+22.4% | $5,439-16.6% |
| Admin fee / account holder | $1,439 | $8,563-83.2% | $5,608-74.3% | $10,885-86.8% |