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 | $103,118 | $106,515-3.2% | $96,683+6.7% | $139,434-26.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.24% | 38.43%-15.2pp | 35.69%-12.5pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,890 | $4,103-29.6% | $3,737-22.7% | $4,751-39.2% |
| Participant deferral / active EE | $13,924 | $5,454+155.3% | $4,878+185.4% | $6,710+107.5% |
| Admin fee / account holder | $350 | $7,877-95.6% | $6,730-94.8% | $11,403-96.9% |