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 | $95,772 | $77,419+23.7% | $69,455+37.9% | $152,861-37.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.69% | 39.06%-25.4pp | 28.97%-15.3pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,641 | $3,315-20.4% | $2,779-5.0% | $4,762-44.6% |
| Participant deferral / active EE | $5,250 | $4,414+19.0% | $3,535+48.5% | $5,850-10.3% |
| Admin fee / account holder | $3,729 | $6,207-39.9% | $3,839-2.9% | $11,596-67.8% |