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 | $127,912 | $124,281+2.9% | $109,143+17.2% | $167,490-23.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.74% | 26.04%-6.3pp | 25.75%-6.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,997 | $4,207-28.8% | $3,722-19.5% | $4,837-38.1% |
| Participant deferral / active EE | $6,899 | $5,255+31.3% | $4,653+48.3% | $6,341+8.8% |
| Admin fee / account holder | $13,567 | $7,970+70.2% | $6,752+100.9% | $12,309+10.2% |