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 | $105,280 | $94,338+11.6% | $100,534+4.7% | $142,382-26.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.43% | 29.20%-16.8pp | 32.66%-20.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,578 | $4,237+8.0% | $4,346+5.3% | $4,299+6.5% |
| Participant deferral / active EE | $16,502 | $5,934+178.1% | $6,144+168.6% | $6,507+153.6% |
| Admin fee / account holder | $28,845 | $8,421+242.5% | $7,654+276.8% | $12,624+128.5% |