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 | $113,707 | $105,181+8.1% | $159,436-28.7% | $85,850+32.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 37.10% | 45.07%-8.0pp | 263.57%-226.5pp | 318.53%-281.4pp |
| Employer contribution / active EE | $3,505 | $3,318+5.6% | $4,829-27.4% | $2,565+36.6% |
| Participant deferral / active EE | $4,927 | $5,945-17.1% | $7,352-33.0% | $3,952+24.7% |
| Admin fee / account holder | $1,068 | $6,933-84.6% | $10,799-90.1% | $6,260-82.9% |