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 | $107,543 | $101,069+6.4% | $81,478+32.0% | $147,584-27.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.35% | 32.40%-23.1pp | 38.78%-29.4pp | 578.55%-569.2pp |
| Employer contribution / active EE | $5,029 | $3,205+56.9% | $2,568+95.8% | $4,876+3.1% |
| Participant deferral / active EE | $3,174 | $4,242-25.2% | $3,537-10.3% | $5,439-41.6% |
| Admin fee / account holder | $1,136 | $5,812-80.5% | $4,561-75.1% | $10,885-89.6% |