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 | $138,812 | $124,425+11.6% | $112,040+23.9% | $137,256+1.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.55% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,217 | $3,411+52.9% | $2,954+76.6% | $4,156+25.5% |
| Participant deferral / active EE | $3,759 | $5,718-34.3% | $5,098-26.3% | $6,407-41.3% |
| Admin fee / account holder | $11,217 | $15,207-26.2% | $12,098-7.3% | $12,270-8.6% |