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 8-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 | $134,414 | $124,281+8.2% | $109,143+23.2% | $167,490-19.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.37% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,149 | $4,207-48.9% | $3,722-42.3% | $4,837-55.6% |
| Participant deferral / active EE | $1,798 | $5,255-65.8% | $4,653-61.4% | $6,341-71.6% |
| Admin fee / account holder | $1,504 | $7,970-81.1% | $6,752-77.7% | $12,309-87.8% |