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 | $159,500 | $127,065+25.5% | $113,168+40.9% | $142,382+12.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.00% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,616 | $3,442+34.1% | $2,975+55.1% | $4,299+7.4% |
| Participant deferral / active EE | $6,180 | $5,716+8.1% | $5,107+21.0% | $6,507-5.0% |
| Admin fee / account holder | $7,858 | $15,736-50.1% | $12,068-34.9% | $12,624-37.8% |