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 | $130,264 | $127,065+2.5% | $113,168+15.1% | $142,382-8.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.70% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,785 | $3,442+39.0% | $2,975+60.8% | $4,299+11.3% |
| Participant deferral / active EE | $6,792 | $5,716+18.8% | $5,107+33.0% | $6,507+4.4% |
| Admin fee / account holder | $3,366 | $15,736-78.6% | $12,068-72.1% | $12,624-73.3% |