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 | $127,000 | $106,515+19.2% | $96,683+31.4% | $139,434-8.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.20% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,890 | $4,103-5.2% | $3,737+4.1% | $4,751-18.1% |
| Participant deferral / active EE | $6,793 | $5,454+24.6% | $4,878+39.3% | $6,710+1.2% |
| Admin fee / account holder | $15,228 | $7,877+93.3% | $6,730+126.3% | $11,403+33.5% |