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 | $155,577 | $127,065+22.4% | $113,168+37.5% | $142,382+9.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.93% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,735 | $3,442-20.6% | $2,975-8.1% | $4,299-36.4% |
| Participant deferral / active EE | $12,499 | $5,716+118.7% | $5,107+144.8% | $6,507+92.1% |
| Admin fee / account holder | $6,026 | $15,736-61.7% | $12,068-50.1% | $12,624-52.3% |