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 | $131,786 | $106,584+23.6% | $101,326+30.1% | $142,382-7.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.24% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,537 | $3,956+14.7% | $3,665+23.8% | $4,299+5.5% |
| Participant deferral / active EE | $17,436 | $8,297+110.1% | $7,994+118.1% | $6,507+167.9% |
| Admin fee / account holder | $9,819 | $11,446-14.2% | $11,185-12.2% | $12,624-22.2% |