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 | $105,284 | $101,069+4.2% | $81,478+29.2% | $147,584-28.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.18% | 32.40%-11.2pp | 38.78%-17.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,681 | $3,205+14.8% | $2,568+43.4% | $4,876-24.5% |
| Participant deferral / active EE | $4,268 | $4,242+0.6% | $3,537+20.7% | $5,439-21.5% |
| Admin fee / account holder | $1,114 | $5,812-80.8% | $4,561-75.6% | $10,885-89.8% |