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 | $140,759 | $115,882+21.5% | $100,516+40.0% | $158,922-11.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.41% | 34.79%-8.4pp | 30.89%-4.5pp | 302.83%-276.4pp |
| Employer contribution / active EE | $3,017 | $4,103-26.5% | $3,418-11.7% | $4,761-36.6% |
| Participant deferral / active EE | $2,527 | $6,674-62.1% | $6,270-59.7% | $5,982-57.8% |
| Admin fee / account holder | $12,589 | $10,995+14.5% | $8,081+55.8% | $11,246+11.9% |