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 | $111,535+20.7% | $105,223+27.9% | $137,256-1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.06% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,036 | $3,939+2.4% | $3,689+9.4% | $4,156-2.9% |
| Participant deferral / active EE | $7,396 | $5,500+34.5% | $5,072+45.8% | $6,407+15.4% |
| Admin fee / account holder | $785 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |