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 | $117,266 | $110,261+6.4% | $95,745+22.5% | $139,434-15.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.82% | 27.11%-17.3pp | 28.35%-18.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $4,672 | $3,257+43.4% | $2,835+64.8% | $4,751-1.7% |
| Participant deferral / active EE | $4,300 | $4,676-8.0% | $4,245+1.3% | $6,710-35.9% |
| Admin fee / account holder | $9,054 | $6,613+36.9% | $5,678+59.5% | $11,403-20.6% |