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 | $159,591 | $106,584+49.7% | $101,326+57.5% | $142,382+12.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.04% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,115 | $3,956+29.3% | $3,665+39.6% | $4,299+19.0% |
| Participant deferral / active EE | $7,294 | $8,297-12.1% | $7,994-8.8% | $6,507+12.1% |
| Admin fee / account holder | $1,027 | $11,446-91.0% | $11,185-90.8% | $12,624-91.9% |