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 | $139,168 | $94,338+47.5% | $100,534+38.4% | $142,382-2.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.39% | 29.20%-14.8pp | 32.66%-18.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,360 | $4,237+2.9% | $4,346+0.3% | $4,299+1.4% |
| Participant deferral / active EE | $1,779 | $5,934-70.0% | $6,144-71.0% | $6,507-72.7% |
| Admin fee / account holder | $1,340 | $8,421-84.1% | $7,654-82.5% | $12,624-89.4% |