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 | $113,820 | $116,175-2.0% | $93,606+21.6% | $152,861-25.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.88% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,370 | $3,218-26.4% | $2,718-12.8% | $4,762-50.2% |
| Participant deferral / active EE | $4,916 | $4,603+6.8% | $4,069+20.8% | $5,850-16.0% |
| Admin fee / account holder | $7,472 | $10,748-30.5% | $7,888-5.3% | $11,596-35.6% |