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 | $102,143 | $100,773+1.4% | $88,946+14.8% | $142,382-28.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.15% | 70.18%-58.0pp | 57.82%-45.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,202 | $2,918+44.0% | $2,555+64.5% | $4,299-2.3% |
| Participant deferral / active EE | $5,859 | $5,230+12.0% | $4,581+27.9% | $6,507-10.0% |
| Admin fee / account holder | $1,926 | $9,693-80.1% | $8,261-76.7% | $12,624-84.7% |