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 | $92,423 | $87,540+5.6% | $75,781+22.0% | $125,391-26.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 39.36% | 13.48%+25.9pp | 9.68%+29.7pp | 282.22%-242.9pp |
| Employer contribution / active EE | $1,332 | $3,930-66.1% | $3,323-59.9% | $4,866-72.6% |
| Participant deferral / active EE | $2,392 | $4,229-43.4% | $3,651-34.5% | $5,352-55.3% |
| Admin fee / account holder | $301,988 | $6,502+4544.7% | $5,299+5598.8% | $9,540+3065.3% |