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 | $132,303 | $106,584+24.1% | $101,326+30.6% | $142,382-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.82% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,869 | $3,956+23.1% | $3,665+32.8% | $4,299+13.2% |
| Participant deferral / active EE | $27,415 | $8,297+230.4% | $7,994+242.9% | $6,507+321.3% |
| Admin fee / account holder | $18,672 | $11,446+63.1% | $11,185+66.9% | $12,624+47.9% |