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 | $118,839 | $106,584+11.5% | $101,326+17.3% | $142,382-16.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.88% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,827 | $3,956-3.3% | $3,665+4.4% | $4,299-11.0% |
| Participant deferral / active EE | $7,334 | $8,297-11.6% | $7,994-8.3% | $6,507+12.7% |
| Admin fee / account holder | $1,581 | $11,446-86.2% | $11,185-85.9% | $12,624-87.5% |