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 | $114,480 | $114,381+0.1% | $107,525+6.5% | $142,382-19.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.05% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,991 | $4,015-25.5% | $3,754-20.3% | $4,299-30.4% |
| Participant deferral / active EE | $7,795 | $5,564+40.1% | $5,116+52.4% | $6,507+19.8% |
| Admin fee / account holder | $1,909 | $9,860-80.6% | $8,919-78.6% | $12,624-84.9% |