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 | $127,856 | $117,983+8.4% | $101,794+25.6% | $142,382-10.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.56% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,681 | $2,773+32.8% | $2,289+60.8% | $4,299-14.4% |
| Participant deferral / active EE | $3,639 | $4,714-22.8% | $4,084-10.9% | $6,507-44.1% |
| Admin fee / account holder | $2,517 | $10,433-75.9% | $8,777-71.3% | $12,624-80.1% |