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 | $103,703 | $102,317+1.4% | $146,958-29.4% | $80,856+28.3% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 12.16% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,899 | $3,713+5.0% | $4,933-21.0% | $2,755+41.5% |
| Participant deferral / active EE | $8,310 | $6,644+25.1% | $8,070+3.0% | $4,296+93.4% |
| Admin fee / account holder | $2,774 | $7,941-65.1% | $12,998-78.7% | $6,918-59.9% |