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 | $122,521 | $95,266+28.6% | $82,389+48.7% | $142,382-13.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.30% | 25.74%-6.4pp | 28.67%-9.4pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,362 | $2,991-21.0% | $2,517-6.1% | $4,299-45.1% |
| Participant deferral / active EE | $6,099 | $4,809+26.8% | $4,155+46.8% | $6,507-6.3% |
| Admin fee / account holder | $794 | $8,563-90.7% | $7,231-89.0% | $12,624-93.7% |