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 | $135,899 | $110,257+23.3% | $96,544+40.8% | $139,434-2.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.52% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,207 | $3,620-39.0% | $2,965-25.6% | $4,751-53.5% |
| Participant deferral / active EE | $5,709 | $5,548+2.9% | $4,851+17.7% | $6,710-14.9% |
| Admin fee / account holder | $4,614 | $11,591-60.2% | $8,252-44.1% | $11,403-59.5% |