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 | $113,775 | $109,327+4.1% | $89,391+27.3% | $158,922-28.4% |
| Participation rate | 73.3% | 74.3%-0.9pp | 68.0%+5.4pp | 82.0%-8.6pp |
| Annual return | 13.38% | 345.68%-332.3pp | 245.62%-232.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,416 | $3,170-55.3% | $2,586-45.2% | $4,761-70.3% |
| Participant deferral / active EE | $3,735 | $4,598-18.8% | $3,890-4.0% | $5,982-37.6% |
| Admin fee / account holder | $5,744 | $6,153-6.7% | $4,881+17.7% | $11,246-48.9% |