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 | $105,279 | $104,974+0.3% | $95,585+10.1% | $142,382-26.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.00% | 210.33%-198.3pp | 38.56%-26.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $10,716 | $2,779+285.7% | $2,527+324.2% | $4,299+149.3% |
| Participant deferral / active EE | $4,378 | $4,352+0.6% | $4,023+8.8% | $6,507-32.7% |
| Admin fee / account holder | $8,694 | $6,386+36.1% | $6,127+41.9% | $12,624-31.1% |