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 | $113,061 | $106,584+6.1% | $101,326+11.6% | $142,382-20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.91% | 36.93%-21.0pp | 36.82%-20.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,693 | $3,956+18.6% | $3,665+28.1% | $4,299+9.2% |
| Participant deferral / active EE | $5,692 | $8,297-31.4% | $7,994-28.8% | $6,507-12.5% |
| Admin fee / account holder | $1,617 | $11,446-85.9% | $11,185-85.5% | $12,624-87.2% |