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 | $123,675 | $163,101-24.2% | $136,749-9.6% | $142,382-13.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.41% | 27.54%-15.1pp | 24.33%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,895 | $4,117+18.9% | $3,400+44.0% | $4,299+13.9% |
| Participant deferral / active EE | $7,977 | $5,585+42.8% | $4,692+70.0% | $6,507+22.6% |
| Admin fee / account holder | $622 | $14,318-95.7% | $11,386-94.5% | $12,624-95.1% |