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 | $121,677 | $125,758-3.2% | $169,993-28.4% | $75,163+61.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 39.38% | 27.20%+12.2pp | 53.37%-14.0pp | 160.62%-121.2pp |
| Employer contribution / active EE | $4,459 | $4,615-3.4% | $6,785-34.3% | $2,670+67.0% |
| Participant deferral / active EE | $6,382 | $6,837-6.7% | $10,408-38.7% | $4,125+54.7% |
| Admin fee / account holder | $3,099 | $8,173-62.1% | $12,815-75.8% | $5,651-45.2% |