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 | $118,088 | $126,574-6.7% | $106,213+11.2% | $145,922-19.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.12% | 224.79%-212.7pp | 116.14%-104.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,095 | $3,730-17.0% | $3,171-2.4% | $4,660-33.6% |
| Participant deferral / active EE | $5,927 | $5,724+3.6% | $5,016+18.2% | $6,688-11.4% |
| Admin fee / account holder | $2,490 | $17,304-85.6% | $11,033-77.4% | $13,397-81.4% |