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 | $112,734 | $107,934+4.4% | $91,989+22.6% | $152,861-26.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.74% | 89.24%-65.5pp | 69.02%-45.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,577 | $4,210-15.0% | $3,452+3.6% | $4,762-24.9% |
| Participant deferral / active EE | $9,230 | $6,364+45.0% | $5,923+55.8% | $5,850+57.8% |
| Admin fee / account holder | $8,748 | $10,520-16.8% | $7,743+13.0% | $11,596-24.6% |