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 | $118,545 | $124,281-4.6% | $109,143+8.6% | $167,490-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.50% | 26.04%-14.5pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $5,673 | $4,207+34.8% | $3,722+52.4% | $4,837+17.3% |
| Participant deferral / active EE | $6,580 | $5,255+25.2% | $4,653+41.4% | $6,341+3.8% |
| Admin fee / account holder | $8,717 | $7,970+9.4% | $6,752+29.1% | $12,309-29.2% |