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 | $125,939 | $106,584+18.2% | $101,326+24.3% | $142,382-11.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.82% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,426 | $3,956-13.4% | $3,665-6.5% | $4,299-20.3% |
| Participant deferral / active EE | $5,376 | $8,297-35.2% | $7,994-32.8% | $6,507-17.4% |
| Admin fee / account holder | $3,368 | $11,446-70.6% | $11,185-69.9% | $12,624-73.3% |