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 | $100,436 | $114,381-12.2% | $107,525-6.6% | $142,382-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,114 | $4,015+27.4% | $3,754+36.3% | $4,299+19.0% |
| Participant deferral / active EE | $1,705 | $5,564-69.4% | $5,116-66.7% | $6,507-73.8% |
| Admin fee / account holder | $832 | $9,860-91.6% | $8,919-90.7% | $12,624-93.4% |