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 | $125,438 | $112,729+11.3% | $98,716+27.1% | $137,256-8.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.73% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,961 | $2,725+8.7% | $2,279+30.0% | $4,156-28.8% |
| Participant deferral / active EE | $8,908 | $4,640+92.0% | $4,048+120.1% | $6,407+39.0% |
| Admin fee / account holder | $4,752 | $10,129-53.1% | $8,703-45.4% | $12,270-61.3% |