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 | $133,045 | $117,841+12.9% | $102,423+29.9% | $145,922-8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.44% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,341 | $3,615-35.3% | $3,023-22.6% | $4,660-49.8% |
| Participant deferral / active EE | $4,633 | $5,731-19.2% | $5,053-8.3% | $6,688-30.7% |
| Admin fee / account holder | $6,988 | $13,326-47.6% | $9,451-26.1% | $13,397-47.8% |