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 | $106,300 | $102,616+3.6% | $81,983+29.7% | $158,922-33.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.89% | 61.04%-46.2pp | 41.31%-26.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,870 | $3,240+19.4% | $2,498+54.9% | $4,761-18.7% |
| Participant deferral / active EE | $6,244 | $4,648+34.3% | $3,722+67.7% | $5,982+4.4% |
| Admin fee / account holder | $2,306 | $8,235-72.0% | $5,664-59.3% | $11,246-79.5% |