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 | $149,391 | $127,065+17.6% | $113,168+32.0% | $142,382+4.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.40% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,118 | $3,442-9.4% | $2,975+4.8% | $4,299-27.5% |
| Participant deferral / active EE | $7,332 | $5,716+28.3% | $5,107+43.6% | $6,507+12.7% |
| Admin fee / account holder | $17,128 | $15,736+8.8% | $12,068+41.9% | $12,624+35.7% |