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 | $135,677 | $127,777+6.2% | $106,548+27.3% | $167,490-19.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.82% | 33.87%-23.0pp | 26.80%-16.0pp | 478.56%-467.7pp |
| Employer contribution / active EE | $5,372 | $3,427+56.8% | $2,819+90.6% | $4,837+11.1% |
| Participant deferral / active EE | $3,063 | $5,087-39.8% | $4,398-30.4% | $6,341-51.7% |
| Admin fee / account holder | $3,537 | $11,228-68.5% | $7,407-52.3% | $12,309-71.3% |