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 | $142,455 | $106,584+33.7% | $101,326+40.6% | $142,382+0.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.28% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,741 | $3,956-5.4% | $3,665+2.1% | $4,299-13.0% |
| Participant deferral / active EE | $13,540 | $8,297+63.2% | $7,994+69.4% | $6,507+108.1% |
| Admin fee / account holder | $955 | $11,446-91.7% | $11,185-91.5% | $12,624-92.4% |