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 | $107,746 | $104,974+2.6% | $95,585+12.7% | $142,382-24.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 17.63% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,028 | $2,779+9.0% | $2,527+19.8% | $4,299-29.6% |
| Participant deferral / active EE | $7,398 | $4,352+70.0% | $4,023+83.9% | $6,507+13.7% |
| Admin fee / account holder | $21,450 | $6,386+235.9% | $6,127+250.1% | $12,624+69.9% |