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 | $139,200 | $106,515+30.7% | $96,683+44.0% | $139,434-0.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.28% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,528 | $4,103+10.4% | $3,737+21.2% | $4,751-4.7% |
| Participant deferral / active EE | $13,533 | $5,454+148.1% | $4,878+177.4% | $6,710+101.7% |
| Admin fee / account holder | $6,607 | $7,877-16.1% | $6,730-1.8% | $11,403-42.1% |