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 | $110,857 | $106,515+4.1% | $96,683+14.7% | $139,434-20.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.01% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,007 | $4,103-26.7% | $3,737-19.5% | $4,751-36.7% |
| Participant deferral / active EE | $2,757 | $5,454-49.5% | $4,878-43.5% | $6,710-58.9% |
| Admin fee / account holder | $877 | $7,877-88.9% | $6,730-87.0% | $11,403-92.3% |