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 | $110,878 | $115,882-4.3% | $100,516+10.3% | $158,922-30.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.90% | 34.79%-20.9pp | 30.89%-17.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,614 | $4,103+12.4% | $3,418+35.0% | $4,761-3.1% |
| Participant deferral / active EE | $16,278 | $6,674+143.9% | $6,270+159.6% | $5,982+172.1% |
| Admin fee / account holder | $13,436 | $10,995+22.2% | $8,081+66.3% | $11,246+19.5% |