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 | $116,814 | $105,859+10.3% | $90,160+29.6% | $147,584-20.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.06% | 37.63%-21.6pp | 34.88%-18.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,065 | $4,126-50.0% | $3,318-37.8% | $4,876-57.7% |
| Participant deferral / active EE | $6,946 | $5,733+21.2% | $5,288+31.4% | $5,439+27.7% |
| Admin fee / account holder | $1,461 | $8,046-81.8% | $5,943-75.4% | $10,885-86.6% |