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 | $117,064 | $127,777-8.4% | $106,548+9.9% | $167,490-30.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.50% | 33.87%-21.4pp | 26.80%-14.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,419 | $3,427-0.2% | $2,819+21.3% | $4,837-29.3% |
| Participant deferral / active EE | $9,035 | $5,087+77.6% | $4,398+105.4% | $6,341+42.5% |
| Admin fee / account holder | $1,267 | $11,228-88.7% | $7,407-82.9% | $12,309-89.7% |