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 | $125,748 | $106,515+18.1% | $96,683+30.1% | $139,434-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.53% | 38.43%-12.9pp | 35.69%-10.2pp | 372.94%-347.4pp |
| Employer contribution / active EE | $5,907 | $4,103+44.0% | $3,737+58.1% | $4,751+24.3% |
| Participant deferral / active EE | $3,740 | $5,454-31.4% | $4,878-23.3% | $6,710-44.3% |
| Admin fee / account holder | $10,069 | $7,877+27.8% | $6,730+49.6% | $11,403-11.7% |