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 | $134,625 | $114,381+17.7% | $107,525+25.2% | $142,382-5.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.06% | 242.71%-224.6pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,036 | $4,015+0.5% | $3,754+7.5% | $4,299-6.1% |
| Participant deferral / active EE | $7,396 | $5,564+32.9% | $5,116+44.6% | $6,507+13.7% |
| Admin fee / account holder | $785 | $9,860-92.0% | $8,919-91.2% | $12,624-93.8% |