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 | $116,463 | $124,281-6.3% | $109,143+6.7% | $167,490-30.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.52% | 26.04%-6.5pp | 25.75%-6.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $5,298 | $4,207+25.9% | $3,722+42.3% | $4,837+9.5% |
| Participant deferral / active EE | $19,366 | $5,255+268.5% | $4,653+316.2% | $6,341+205.4% |
| Admin fee / account holder | $542 | $7,970-93.2% | $6,752-92.0% | $12,309-95.6% |