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 | $116,789 | $111,535+4.7% | $105,223+11.0% | $137,256-14.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.65% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $14,537 | $3,939+269.0% | $3,689+294.1% | $4,156+249.8% |
| Participant deferral / active EE | $5,033 | $5,500-8.5% | $5,072-0.8% | $6,407-21.4% |
| Admin fee / account holder | $7,446 | $9,721-23.4% | $8,859-15.9% | $12,270-39.3% |