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 | $126,955 | $110,257+15.1% | $96,544+31.5% | $139,434-8.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.97% | 26.32%-15.3pp | 25.84%-14.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,588 | $3,620-56.1% | $2,965-46.4% | $4,751-66.6% |
| Participant deferral / active EE | $5,364 | $5,548-3.3% | $4,851+10.6% | $6,710-20.1% |
| Admin fee / account holder | $2,547 | $11,591-78.0% | $8,252-69.1% | $11,403-77.7% |