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 | $136,914 | $113,339+20.8% | $94,993+44.1% | $147,584-7.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.31% | 20.77%-1.5pp | 27.12%-7.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,091 | $3,160-65.5% | $2,603-58.1% | $4,876-77.6% |
| Participant deferral / active EE | $8,148 | $3,777+115.7% | $3,317+145.6% | $5,439+49.8% |
| Admin fee / account holder | $5,379 | $6,063-11.3% | $4,960+8.4% | $10,885-50.6% |