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 | $125,384 | $124,425+0.8% | $112,040+11.9% | $137,256-8.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.22% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,995 | $3,411+17.1% | $2,954+35.3% | $4,156-3.9% |
| Participant deferral / active EE | $19,089 | $5,718+233.8% | $5,098+274.5% | $6,407+198.0% |
| Admin fee / account holder | $2,527 | $15,207-83.4% | $12,098-79.1% | $12,270-79.4% |