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 | $118,659 | $105,126+12.9% | $94,646+25.4% | $139,434-14.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 38.03%-20.0pp | 156.71%-138.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,421 | $4,106-16.7% | $3,672-6.8% | $4,751-28.0% |
| Participant deferral / active EE | $9,662 | $7,599+27.1% | $7,418+30.2% | $6,710+44.0% |
| Admin fee / account holder | $3,011 | $8,984-66.5% | $7,231-58.4% | $11,403-73.6% |