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 3-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 | $126,804 | $114,381+10.9% | $107,525+17.9% | $142,382-10.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 110.20% | 242.71%-132.5pp | 181.32%-71.1pp | 217.08%-106.9pp |
| Employer contribution / active EE | $3,252 | $4,015-19.0% | $3,754-13.4% | $4,299-24.4% |
| Participant deferral / active EE | $6,499 | $5,564+16.8% | $5,116+27.0% | $6,507-0.1% |
| Admin fee / account holder | $10,053 | $9,860+2.0% | $8,919+12.7% | $12,624-20.4% |