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 | $107,320 | $105,859+1.4% | $90,160+19.0% | $147,584-27.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.05% | 37.63%-25.6pp | 34.88%-22.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,223 | $4,126+2.3% | $3,318+27.3% | $4,876-13.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,264 | $8,046-84.3% | $5,943-78.7% | $10,885-88.4% |