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 | $110,300 | $104,974+5.1% | $95,585+15.4% | $142,382-22.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 18.70% | 210.33%-191.6pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,409 | $2,779-13.3% | $2,527-4.6% | $4,299-44.0% |
| Participant deferral / active EE | $7,626 | $4,352+75.2% | $4,023+89.6% | $6,507+17.2% |
| Admin fee / account holder | $17,003 | $6,386+166.2% | $6,127+177.5% | $12,624+34.7% |