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 | $112,967 | $111,535+1.3% | $105,223+7.4% | $137,256-17.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.47% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,916 | $3,939-26.0% | $3,689-21.0% | $4,156-29.8% |
| Participant deferral / active EE | $5,831 | $5,500+6.0% | $5,072+15.0% | $6,407-9.0% |
| Admin fee / account holder | $24,454 | $9,721+151.5% | $8,859+176.0% | $12,270+99.3% |