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 | $105,890 | $102,317+3.5% | $146,958-27.9% | $80,856+31.0% |
| Participation rate | 89.6% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 15.77% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,627 | $3,713-2.3% | $4,933-26.5% | $2,755+31.7% |
| Participant deferral / active EE | $6,368 | $6,644-4.1% | $8,070-21.1% | $4,296+48.2% |
| Admin fee / account holder | $9,209 | $7,941+16.0% | $12,998-29.2% | $6,918+33.1% |