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 | $105,896 | $102,317+3.5% | $146,958-27.9% | $80,856+31.0% |
| Participation rate | 80.4% | 75.8%+4.5pp | 82.2%-1.8pp | 67.6%+12.7pp |
| Annual return | 18.88% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,723 | $3,713+54.1% | $4,933+16.0% | $2,755+107.7% |
| Participant deferral / active EE | $9,944 | $6,644+49.7% | $8,070+23.2% | $4,296+131.5% |
| Admin fee / account holder | $7,341 | $7,941-7.6% | $12,998-43.5% | $6,918+6.1% |