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 | $128,780 | $106,584+20.8% | $101,326+27.1% | $142,382-9.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.82% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,694 | $3,956+18.7% | $3,665+28.1% | $4,299+9.2% |
| Participant deferral / active EE | $11,446 | $8,297+38.0% | $7,994+43.2% | $6,507+75.9% |
| Admin fee / account holder | $74,117 | $11,446+547.5% | $11,185+562.6% | $12,624+487.1% |