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 | $120,429 | $106,515+13.1% | $96,683+24.6% | $139,434-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.58% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,261 | $4,103-69.3% | $3,737-66.3% | $4,751-73.5% |
| Participant deferral / active EE | $10,375 | $5,454+90.2% | $4,878+112.7% | $6,710+54.6% |
| Admin fee / account holder | $433 | $7,877-94.5% | $6,730-93.6% | $11,403-96.2% |