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 | $141,693 | $132,634+6.8% | $115,768+22.4% | $137,256+3.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.66% | 160.70%-151.0pp | 100.46%-90.8pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,383 | $3,360+0.7% | $2,940+15.1% | $4,156-18.6% |
| Participant deferral / active EE | $4,147 | $5,619-26.2% | $4,917-15.7% | $6,407-35.3% |
| Admin fee / account holder | $2,369 | $15,028-84.2% | $12,439-81.0% | $12,270-80.7% |