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 | $124,291 | $80,968+53.5% | $96,544+28.7% | $75,163+65.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.94% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,881 | $2,282+26.3% | $2,965-2.8% | $2,670+7.9% |
| Participant deferral / active EE | $3,707 | $3,928-5.6% | $4,851-23.6% | $4,125-10.1% |
| Admin fee / account holder | $2,516 | $6,724-62.6% | $8,252-69.5% | $5,651-55.5% |