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 | $112,288 | $111,535+0.7% | $105,223+6.7% | $137,256-18.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.31% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,313 | $3,939-66.7% | $3,689-64.4% | $4,156-68.4% |
| Participant deferral / active EE | $1,580 | $5,500-71.3% | $5,072-68.9% | $6,407-75.3% |
| Admin fee / account holder | $2,002 | $9,721-79.4% | $8,859-77.4% | $12,270-83.7% |