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 | $124,593 | $124,425+0.1% | $112,040+11.2% | $137,256-9.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.39% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,077 | $3,411-39.1% | $2,954-29.7% | $4,156-50.0% |
| Participant deferral / active EE | $3,861 | $5,718-32.5% | $5,098-24.3% | $6,407-39.7% |
| Admin fee / account holder | $896 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |