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 | $141,531 | $185,822-23.8% | $169,993-16.7% | $139,434+1.5% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 12.75% | 60.50%-47.8pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,695 | $7,590-38.1% | $6,785-30.8% | $4,751-1.2% |
| Participant deferral / active EE | $10,650 | $11,622-8.4% | $10,408+2.3% | $6,710+58.7% |
| Admin fee / account holder | $3,856 | $15,381-74.9% | $12,815-69.9% | $11,403-66.2% |