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 | $105,642 | $104,974+0.6% | $95,585+10.5% | $142,382-25.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 10.32% | 210.33%-200.0pp | 38.56%-28.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,789 | $2,779+0.4% | $2,527+10.4% | $4,299-35.1% |
| Participant deferral / active EE | $5,885 | $4,352+35.2% | $4,023+46.3% | $6,507-9.6% |
| Admin fee / account holder | $22,008 | $6,386+244.6% | $6,127+259.2% | $12,624+74.3% |