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 | $108,001 | $106,584+1.3% | $101,326+6.6% | $142,382-24.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 19.97% | 36.93%-17.0pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $13,339 | $3,956+237.2% | $3,665+263.9% | $4,299+210.3% |
| Participant deferral / active EE | $9,393 | $8,297+13.2% | $7,994+17.5% | $6,507+44.3% |
| Admin fee / account holder | $791 | $11,446-93.1% | $11,185-92.9% | $12,624-93.7% |