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 | $113,928 | $106,515+7.0% | $96,683+17.8% | $139,434-18.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.85% | 38.43%-25.6pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,308 | $4,103-43.8% | $3,737-38.2% | $4,751-51.4% |
| Participant deferral / active EE | $3,765 | $5,454-31.0% | $4,878-22.8% | $6,710-43.9% |
| Admin fee / account holder | $1,317 | $7,877-83.3% | $6,730-80.4% | $11,403-88.4% |