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 | $113,377 | $100,901+12.4% | $75,670+49.8% | $147,584-23.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.40% | 35.78%-21.4pp | 27.34%-12.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,991 | $3,253-38.8% | $2,352-15.3% | $4,876-59.2% |
| Participant deferral / active EE | $3,307 | $4,027-17.9% | $3,142+5.2% | $5,439-39.2% |
| Admin fee / account holder | $3,716 | $11,285-67.1% | $5,800-35.9% | $10,885-65.9% |