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 | $123,678 | $113,935+8.6% | $94,224+31.3% | $125,391-1.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 14.03% | 5.29%+8.7pp | 10.68%+3.3pp | 282.22%-268.2pp |
| Employer contribution / active EE | $39,340 | $4,727+732.3% | $3,587+996.9% | $4,866+708.5% |
| Participant deferral / active EE | $18,000 | $5,179+247.6% | $4,320+316.7% | $5,352+236.4% |
| Admin fee / account holder | $1,064 | $8,391-87.3% | $6,269-83.0% | $9,540-88.9% |