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 | $119,912 | $106,515+12.6% | $96,683+24.0% | $139,434-14.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.81% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $935 | $4,103-77.2% | $3,737-75.0% | $4,751-80.3% |
| Participant deferral / active EE | $3,075 | $5,454-43.6% | $4,878-37.0% | $6,710-54.2% |
| Admin fee / account holder | $6,695 | $7,877-15.0% | $6,730-0.5% | $11,403-41.3% |