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 | $103,169 | $103,376-0.2% | $87,100+18.4% | $152,861-32.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.16% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,152 | $3,220-33.2% | $2,521-14.6% | $4,762-54.8% |
| Participant deferral / active EE | $5,231 | $4,778+9.5% | $4,049+29.2% | $5,850-10.6% |
| Admin fee / account holder | $6,167 | $12,205-49.5% | $7,497-17.7% | $11,596-46.8% |