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 | $122,384 | $87,166+40.4% | $76,735+59.5% | $137,256-10.8% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 15.58% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,672 | $2,904-42.4% | $2,454-31.9% | $4,156-59.8% |
| Participant deferral / active EE | $4,570 | $4,726-3.3% | $4,088+11.8% | $6,407-28.7% |
| Admin fee / account holder | $79,178 | $8,403+842.2% | $7,189+1001.3% | $12,270+545.3% |