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 | $121,801 | $106,515+14.4% | $96,683+26.0% | $139,434-12.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.04% | 38.43%-13.4pp | 35.69%-10.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $4,566 | $4,103+11.3% | $3,737+22.2% | $4,751-3.9% |
| Participant deferral / active EE | $3,961 | $5,454-27.4% | $4,878-18.8% | $6,710-41.0% |
| Admin fee / account holder | $819 | $7,877-89.6% | $6,730-87.8% | $11,403-92.8% |