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 | $110,596 | $102,317+8.1% | $146,958-24.7% | $80,856+36.8% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 16.79% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,346 | $3,713-9.9% | $4,933-32.2% | $2,755+21.5% |
| Participant deferral / active EE | $7,180 | $6,644+8.1% | $8,070-11.0% | $4,296+67.1% |
| Admin fee / account holder | $7,942 | $7,9410% | $12,998-38.9% | $6,918+14.8% |