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 | $101,247 | $101,069+0.2% | $81,478+24.3% | $147,584-31.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.89% | 32.40%-15.5pp | 38.78%-21.9pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,958 | $3,205+23.5% | $2,568+54.2% | $4,876-18.8% |
| Participant deferral / active EE | $4,969 | $4,242+17.2% | $3,537+40.5% | $5,439-8.6% |
| Admin fee / account holder | $1,565 | $5,812-73.1% | $4,561-65.7% | $10,885-85.6% |