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 | $115,059 | $115,770-0.6% | $101,248+13.6% | $158,922-27.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.31% | 56.14%-43.8pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,658 | $4,175+11.6% | $3,660+27.3% | $4,761-2.2% |
| Participant deferral / active EE | $2,332 | $4,957-52.9% | $4,370-46.6% | $5,982-61.0% |
| Admin fee / account holder | $17,805 | $7,245+145.8% | $5,945+199.5% | $11,246+58.3% |