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 | $103,350 | $104,974-1.5% | $95,585+8.1% | $142,382-27.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.93% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,010 | $2,779-27.7% | $2,527-20.4% | $4,299-53.2% |
| Participant deferral / active EE | $4,203 | $4,352-3.4% | $4,023+4.5% | $6,507-35.4% |
| Admin fee / account holder | $22,490 | $6,386+252.2% | $6,127+267.0% | $12,624+78.2% |