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 | $116,904 | $107,334+8.9% | $92,893+25.8% | $152,861-23.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 21.35% | 145.58%-124.2pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,787 | $4,221-34.0% | $3,653-23.7% | $4,762-41.5% |
| Participant deferral / active EE | $7,126 | $4,845+47.1% | $4,236+68.2% | $5,850+21.8% |
| Admin fee / account holder | $2,107 | $7,079-70.2% | $5,794-63.6% | $11,596-81.8% |