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 | $107,859 | $112,096-3.8% | $95,952+12.4% | $158,922-32.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.00% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,337 | $3,198-26.9% | $2,541-8.0% | $4,761-50.9% |
| Participant deferral / active EE | $7,535 | $4,784+57.5% | $4,167+80.8% | $5,982+26.0% |
| Admin fee / account holder | $1,405 | $10,130-86.1% | $6,795-79.3% | $11,246-87.5% |