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 | $154,053 | $115,882+32.9% | $100,516+53.3% | $158,922-3.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.21% | 34.79%-12.6pp | 30.89%-8.7pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,416 | $4,103-41.1% | $3,418-29.3% | $4,761-49.2% |
| Participant deferral / active EE | $7,026 | $6,674+5.3% | $6,270+12.1% | $5,982+17.4% |
| Admin fee / account holder | $4,793 | $10,995-56.4% | $8,081-40.7% | $11,246-57.4% |