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 | $104,430 | $81,632+27.9% | $70,449+48.2% | $158,922-34.3% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 6.71% | 208.40%-201.7pp | 109.03%-102.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,798 | $3,217-13.0% | $2,737+2.3% | $4,761-41.2% |
| Participant deferral / active EE | $5,870 | $4,554+28.9% | $3,709+58.3% | $5,982-1.9% |
| Admin fee / account holder | $97,375 | $6,193+1472.5% | $3,845+2432.4% | $11,246+765.9% |