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 | $109,478 | $111,535-1.8% | $105,223+4.0% | $137,256-20.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.19% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,020 | $3,939-23.3% | $3,689-18.1% | $4,156-27.3% |
| Participant deferral / active EE | $12,835 | $5,500+133.4% | $5,072+153.1% | $6,407+100.3% |
| Admin fee / account holder | $46,769 | $9,721+381.1% | $8,859+427.9% | $12,270+281.2% |