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 | $127,922 | $92,798+37.9% | $96,707+32.3% | $137,256-6.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 21.42% | 31.24%-9.8pp | 34.78%-13.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,415 | $4,147-41.8% | $4,191-42.4% | $4,156-41.9% |
| Participant deferral / active EE | $2,753 | $5,877-53.2% | $5,997-54.1% | $6,407-57.0% |
| Admin fee / account holder | $317 | $7,946-96.0% | $7,503-95.8% | $12,270-97.4% |