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 | $133,102 | $114,237+16.5% | $119,258+11.6% | $167,490-20.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 15.92% | 29.87%-13.9pp | 30.69%-14.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $5,137 | $4,481+14.6% | $4,384+17.2% | $4,837+6.2% |
| Participant deferral / active EE | $15,732 | $6,084+158.6% | $6,111+157.4% | $6,341+148.1% |
| Admin fee / account holder | $9,524 | $8,932+6.6% | $7,226+31.8% | $12,309-22.6% |