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 | $97,901 | $104,664-6.5% | $85,682+14.3% | $167,490-41.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 26.93% | 21.45%+5.5pp | 21.49%+5.4pp | 478.56%-451.6pp |
| Employer contribution / active EE | $5,765 | $3,337+72.8% | $2,618+120.2% | $4,837+19.2% |
| Participant deferral / active EE | $1,126 | $4,824-76.7% | $3,923-71.3% | $6,341-82.2% |
| Admin fee / account holder | $9,906 | $10,032-1.3% | $6,873+44.1% | $12,309-19.5% |