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 | $102,826 | $105,931-2.9% | $81,930+25.5% | $158,922-35.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.06% | 38.17%-24.1pp | 29.49%-15.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,089 | $7,800-47.6% | $4,310-5.1% | $4,761-14.1% |
| Participant deferral / active EE | $1,428 | $13,003-89.0% | $7,107-79.9% | $5,982-76.1% |
| Admin fee / account holder | $9,769 | $8,489+15.1% | $5,158+89.4% | $11,246-13.1% |