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 | $108,098 | $110,257-2.0% | $96,544+12.0% | $139,434-22.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,000 | $3,620+38.1% | $2,965+68.6% | $4,751+5.2% |
| Participant deferral / active EE | $5,238 | $5,548-5.6% | $4,851+8.0% | $6,710-21.9% |
| Admin fee / account holder | $6,583 | $11,591-43.2% | $8,252-20.2% | $11,403-42.3% |