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 | $106,834 | $104,664+2.1% | $85,682+24.7% | $167,490-36.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.23% | 21.45%-12.2pp | 21.49%-12.3pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,476 | $3,337+4.2% | $2,618+32.8% | $4,837-28.1% |
| Participant deferral / active EE | $3,855 | $4,824-20.1% | $3,923-1.7% | $6,341-39.2% |
| Admin fee / account holder | $27,179 | $10,032+170.9% | $6,873+295.4% | $12,309+120.8% |