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 | $110,214 | $117,983-6.6% | $101,794+8.3% | $142,382-22.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.32% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,026 | $2,773-26.9% | $2,289-11.5% | $4,299-52.9% |
| Participant deferral / active EE | $13,161 | $4,714+179.2% | $4,084+222.2% | $6,507+102.2% |
| Admin fee / account holder | $25,261 | $10,433+142.1% | $8,777+187.8% | $12,624+100.1% |