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 | $131,827 | $93,571+40.9% | $135,903-3.0% | $75,163+75.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.78% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,568 | $3,537+0.9% | $4,856-26.5% | $2,670+33.6% |
| Participant deferral / active EE | $7,140 | $6,404+11.5% | $7,758-8.0% | $4,125+73.1% |
| Admin fee / account holder | $2,604 | $6,975-62.7% | $10,762-75.8% | $5,651-53.9% |