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 | $103,478 | $101,069+2.4% | $81,478+27.0% | $147,584-29.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.67% | 32.40%-12.7pp | 38.78%-19.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $13,452 | $3,205+319.7% | $2,568+423.9% | $4,876+175.9% |
| Participant deferral / active EE | $9,958 | $4,242+134.8% | $3,537+181.6% | $5,439+83.1% |
| Admin fee / account holder | $2,995 | $5,812-48.5% | $4,561-34.3% | $10,885-72.5% |