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 | $129,915 | $162,781-20.2% | $133,956-3.0% | $158,922-18.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.57% | 41.94%-35.4pp | 45.09%-38.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $3,252 | $4,975-34.6% | $3,919-17.0% | $4,761-31.7% |
| Participant deferral / active EE | $16,573 | $5,911+180.4% | $5,048+228.3% | $5,982+177.0% |
| Admin fee / account holder | $17,624 | $11,736+50.2% | $8,927+97.4% | $11,246+56.7% |