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 5-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 | $124,251 | $106,584+16.6% | $101,326+22.6% | $142,382-12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.55% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,789 | $3,956+96.9% | $3,665+112.5% | $4,299+81.2% |
| Participant deferral / active EE | $10,167 | $8,297+22.5% | $7,994+27.2% | $6,507+56.2% |
| Admin fee / account holder | $852 | $11,446-92.6% | $11,185-92.4% | $12,624-93.2% |