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 | $106,251 | $101,069+5.1% | $81,478+30.4% | $147,584-28.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.21% | 32.40%-21.2pp | 38.78%-27.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,660 | $3,205-17.0% | $2,568+3.6% | $4,876-45.5% |
| Participant deferral / active EE | $8,439 | $4,242+99.0% | $3,537+138.6% | $5,439+55.2% |
| Admin fee / account holder | $1,356 | $5,812-76.7% | $4,561-70.3% | $10,885-87.5% |