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 | $119,344 | $114,381+4.3% | $107,525+11.0% | $142,382-16.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.17% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,431 | $4,015-14.5% | $3,754-8.6% | $4,299-20.2% |
| Participant deferral / active EE | $2,880 | $5,564-48.2% | $5,116-43.7% | $6,507-55.7% |
| Admin fee / account holder | $1,673 | $9,860-83.0% | $8,919-81.2% | $12,624-86.7% |