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 | $101,618+1.7% | $93,063+11.1% | $137,256-24.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 12.93% | 223.95%-211.0pp | 34.15%-21.2pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,010 | $2,707-25.8% | $2,476-18.8% | $4,156-51.6% |
| Participant deferral / active EE | $4,203 | $4,279-1.8% | $3,958+6.2% | $6,407-34.4% |
| Admin fee / account holder | $22,490 | $6,198+262.8% | $6,033+272.8% | $12,270+83.3% |