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 | $103,543 | $98,750+4.9% | $149,696-30.8% | $79,858+29.7% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.5%-2.8pp | 69.6%+10.1pp |
| Annual return | 22.15% | 27.43%-5.3pp | 276.60%-254.4pp | 31.71%-9.6pp |
| Employer contribution / active EE | $3,339 | $3,216+3.8% | $4,644-28.1% | $2,471+35.2% |
| Participant deferral / active EE | $7,038 | $5,680+23.9% | $6,842+2.9% | $3,740+88.2% |
| Admin fee / account holder | $4,803 | $6,053-20.7% | $9,309-48.4% | $5,306-9.5% |