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 | $124,582 | $127,065-2.0% | $113,168+10.1% | $142,382-12.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.50% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,092 | $3,442-10.2% | $2,975+3.9% | $4,299-28.1% |
| Participant deferral / active EE | $9,004 | $5,716+57.5% | $5,107+76.3% | $6,507+38.4% |
| Admin fee / account holder | $347 | $15,736-97.8% | $12,068-97.1% | $12,624-97.2% |