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 | $114,427 | $111,754+2.4% | $103,333+10.7% | $145,922-21.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,679 | $4,212-36.4% | $3,868-30.7% | $4,660-42.5% |
| Participant deferral / active EE | $6,299 | $5,619+12.1% | $5,057+24.5% | $6,688-5.8% |
| Admin fee / account holder | $3,650 | $9,750-62.6% | $8,355-56.3% | $13,397-72.8% |