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 | $131,179 | $103,966+26.2% | $112,887+16.2% | $75,163+74.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.98% | 24.54%-7.6pp | 34.10%-17.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,076 | $3,870+5.3% | $4,563-10.7% | $2,670+52.7% |
| Participant deferral / active EE | $4,996 | $5,456-8.4% | $6,513-23.3% | $4,125+21.1% |
| Admin fee / account holder | $4,966 | $7,663-35.2% | $7,047-29.5% | $5,651-12.1% |