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 | $134,341 | $106,515+26.1% | $96,683+39.0% | $139,434-3.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.65% | 38.43%-22.8pp | 35.69%-20.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,487 | $4,103-39.4% | $3,737-33.5% | $4,751-47.7% |
| Participant deferral / active EE | $5,631 | $5,454+3.2% | $4,878+15.4% | $6,710-16.1% |
| Admin fee / account holder | $460 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |