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 | $117,725 | $104,974+12.1% | $95,585+23.2% | $142,382-17.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 12.81% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,673 | $2,779-3.8% | $2,527+5.8% | $4,299-37.8% |
| Participant deferral / active EE | $13,735 | $4,352+215.6% | $4,023+241.4% | $6,507+111.1% |
| Admin fee / account holder | $562 | $6,386-91.2% | $6,127-90.8% | $12,624-95.5% |