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 | $143,086 | $124,281+15.1% | $109,143+31.1% | $167,490-14.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.26% | 26.04%+4.2pp | 25.75%+4.5pp | 478.56%-448.3pp |
| Employer contribution / active EE | $13,365 | $4,207+217.7% | $3,722+259.1% | $4,837+176.3% |
| Participant deferral / active EE | $5,200 | $5,255-1.0% | $4,653+11.8% | $6,341-18.0% |
| Admin fee / account holder | $1,470 | $7,970-81.6% | $6,752-78.2% | $12,309-88.1% |