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 | $111,785 | $112,096-0.3% | $95,952+16.5% | $158,922-29.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 141.29% | 171.09%-29.8pp | 91.61%+49.7pp | 302.83%-161.5pp |
| Employer contribution / active EE | $3,192 | $3,198-0.2% | $2,541+25.6% | $4,761-32.9% |
| Participant deferral / active EE | $9,694 | $4,784+102.6% | $4,167+132.6% | $5,982+62.0% |
| Admin fee / account holder | $3,204 | $10,130-68.4% | $6,795-52.9% | $11,246-71.5% |