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 | $124,425+20.1% | $112,040+33.3% | $137,256+8.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.40% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,118 | $3,411-8.6% | $2,954+5.5% | $4,156-25.0% |
| Participant deferral / active EE | $7,332 | $5,718+28.2% | $5,098+43.8% | $6,407+14.4% |
| Admin fee / account holder | $17,128 | $15,207+12.6% | $12,098+41.6% | $12,270+39.6% |