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 | $113,297 | $114,381-0.9% | $107,525+5.4% | $142,382-20.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,305 | $4,015-17.7% | $3,754-12.0% | $4,299-23.1% |
| Participant deferral / active EE | $7,913 | $5,564+42.2% | $5,116+54.7% | $6,507+21.6% |
| Admin fee / account holder | $30,301 | $9,860+207.3% | $8,919+239.8% | $12,624+140.0% |