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 | $136,998 | $127,065+7.8% | $113,168+21.1% | $142,382-3.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.26% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,768 | $3,442+96.6% | $2,975+127.5% | $4,299+57.4% |
| Participant deferral / active EE | $5,075 | $5,716-11.2% | $5,107-0.6% | $6,507-22.0% |
| Admin fee / account holder | $3,309 | $15,736-79.0% | $12,068-72.6% | $12,624-73.8% |