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 | $125,723 | $127,065-1.1% | $113,168+11.1% | $142,382-11.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.58% | 24.03%-10.4pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,529 | $3,442-26.5% | $2,975-15.0% | $4,299-41.2% |
| Participant deferral / active EE | $8,715 | $5,716+52.5% | $5,107+70.7% | $6,507+33.9% |
| Admin fee / account holder | $43,262 | $15,736+174.9% | $12,068+258.5% | $12,624+242.7% |