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 | $110,425 | $110,257+0.2% | $96,544+14.4% | $139,434-20.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.11% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,148 | $3,620-68.3% | $2,965-61.3% | $4,751-75.8% |
| Participant deferral / active EE | $7,310 | $5,548+31.8% | $4,851+50.7% | $6,710+8.9% |
| Admin fee / account holder | $1,105 | $11,591-90.5% | $8,252-86.6% | $11,403-90.3% |