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 | $108,639 | $102,245+6.3% | $89,340+21.6% | $137,256-20.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.22% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,125 | $2,529+142.2% | $2,231+174.5% | $4,156+47.4% |
| Participant deferral / active EE | $4,445 | $4,436+0.2% | $3,823+16.3% | $6,407-30.6% |
| Admin fee / account holder | $21,413 | $8,085+164.8% | $6,704+219.4% | $12,270+74.5% |