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 | $128,947 | $106,584+21.0% | $101,326+27.3% | $142,382-9.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 13.87% | 36.93%-23.1pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,946 | $3,956-0.3% | $3,665+7.7% | $4,299-8.2% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,516 | $11,446-86.8% | $11,185-86.4% | $12,624-88.0% |