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 | $127,065-1.9% | $113,168+10.1% | $142,382-12.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.39% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,077 | $3,442-39.7% | $2,975-30.2% | $4,299-51.7% |
| Participant deferral / active EE | $3,861 | $5,716-32.5% | $5,107-24.4% | $6,507-40.7% |
| Admin fee / account holder | $896 | $15,736-94.3% | $12,068-92.6% | $12,624-92.9% |