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 | $120,140 | $91,552+31.2% | $133,956-10.3% | $79,858+50.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.82% | 61.85%-51.0pp | 45.09%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,043 | $2,384+27.7% | $3,919-22.3% | $2,471+23.2% |
| Participant deferral / active EE | $3,777 | $3,733+1.2% | $5,048-25.2% | $3,740+1.0% |
| Admin fee / account holder | $3,965 | $6,321-37.3% | $8,927-55.6% | $5,306-25.3% |