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 | $107,865 | $106,515+1.3% | $96,683+11.6% | $139,434-22.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 38.43%-24.6pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,031 | $4,103-26.1% | $3,737-18.9% | $4,751-36.2% |
| Participant deferral / active EE | $10,732 | $5,454+96.8% | $4,878+120.0% | $6,710+59.9% |
| Admin fee / account holder | $782 | $7,877-90.1% | $6,730-88.4% | $11,403-93.1% |