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 | $134,224 | $152,587-12.0% | $125,175+7.2% | $152,861-12.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.73% | 54.84%-36.1pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,269 | $4,946+6.5% | $3,865+36.3% | $4,762+10.6% |
| Participant deferral / active EE | $25,242 | $5,868+330.2% | $4,937+411.3% | $5,850+331.5% |
| Admin fee / account holder | $1,792 | $13,434-86.7% | $9,702-81.5% | $11,596-84.5% |