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 | $115,829 | $201,259-42.4% | $184,200-37.1% | $145,959-20.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 28.98%-18.3pp | 28.80%-18.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,328 | $7,018-66.8% | $6,424-63.8% | $4,661-50.0% |
| Participant deferral / active EE | $14,578 | $9,806+48.7% | $9,132+59.6% | $6,689+118.0% |
| Admin fee / account holder | $678 | $16,372-95.9% | $13,907-95.1% | $13,398-94.9% |