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 | $132,128 | $110,257+19.8% | $96,544+36.9% | $139,434-5.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.45% | 26.32%-13.9pp | 25.84%-13.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,058 | $3,620-43.1% | $2,965-30.6% | $4,751-56.7% |
| Participant deferral / active EE | $6,306 | $5,548+13.7% | $4,851+30.0% | $6,710-6.0% |
| Admin fee / account holder | $13,570 | $11,591+17.1% | $8,252+64.4% | $11,403+19.0% |