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 | $117,983+6.3% | $101,794+23.2% | $142,382-11.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.73% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,961 | $2,773+6.8% | $2,289+29.4% | $4,299-31.1% |
| Participant deferral / active EE | $8,908 | $4,714+89.0% | $4,084+118.1% | $6,507+36.9% |
| Admin fee / account holder | $4,752 | $10,433-54.5% | $8,777-45.9% | $12,624-62.4% |