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 | $123,810 | $127,065-2.6% | $113,168+9.4% | $142,382-13.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.26% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,037 | $3,442+46.3% | $2,975+69.3% | $4,299+17.2% |
| Participant deferral / active EE | $8,369 | $5,716+46.4% | $5,107+63.9% | $6,507+28.6% |
| Admin fee / account holder | $7,687 | $15,736-51.2% | $12,068-36.3% | $12,624-39.1% |