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 | $107,538 | $104,907+2.5% | $84,611+27.1% | $152,861-29.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.06% | 373.79%-351.7pp | 258.74%-236.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,074 | $3,302+23.4% | $2,652+53.6% | $4,762-14.5% |
| Participant deferral / active EE | $5,257 | $4,688+12.1% | $3,899+34.8% | $5,850-10.1% |
| Admin fee / account holder | $1,154 | $6,241-81.5% | $4,912-76.5% | $11,596-90.0% |