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 | $132,995 | $127,065+4.7% | $113,168+17.5% | $142,382-6.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.22% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,501 | $3,442-27.4% | $2,975-16.0% | $4,299-41.8% |
| Participant deferral / active EE | $7,256 | $5,716+26.9% | $5,107+42.1% | $6,507+11.5% |
| Admin fee / account holder | $9,848 | $15,736-37.4% | $12,068-18.4% | $12,624-22.0% |