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 | $140,687 | $106,584+32.0% | $101,326+38.8% | $142,382-1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.12% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,044 | $3,956+52.8% | $3,665+64.9% | $4,299+40.6% |
| Participant deferral / active EE | $17,351 | $8,297+109.1% | $7,994+117.1% | $6,507+166.6% |
| Admin fee / account holder | $1,049 | $11,446-90.8% | $11,185-90.6% | $12,624-91.7% |