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 | $131,913 | $109,881+20.1% | $150,045-12.1% | $84,808+55.5% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 17.92% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,509 | $3,561-29.6% | $4,693-46.5% | $2,631-4.7% |
| Participant deferral / active EE | $7,146 | $6,636+7.7% | $7,997-10.6% | $4,212+69.7% |
| Admin fee / account holder | $19,331 | $8,568+125.6% | $13,435+43.9% | $7,344+163.2% |