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 | $120,641 | $127,065-5.1% | $113,168+6.6% | $142,382-15.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.84% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,818 | $3,442-18.1% | $2,975-5.3% | $4,299-34.4% |
| Participant deferral / active EE | $6,957 | $5,716+21.7% | $5,107+36.2% | $6,507+6.9% |
| Admin fee / account holder | $21,603 | $15,736+37.3% | $12,068+79.0% | $12,624+71.1% |