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 | $95,218 | $116,175-18.0% | $93,606+1.7% | $152,861-37.7% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 25.39% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,315 | $3,218+3.0% | $2,718+22.0% | $4,762-30.4% |
| Participant deferral / active EE | $8,551 | $4,603+85.8% | $4,069+110.2% | $5,850+46.2% |
| Admin fee / account holder | $766 | $10,748-92.9% | $7,888-90.3% | $11,596-93.4% |