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 | $91,267 | $98,240-7.1% | $82,313+10.9% | $147,584-38.2% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 9.02% | 30.85%-21.8pp | 25.88%-16.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,988 | $3,192+25.0% | $2,428+64.2% | $4,876-18.2% |
| Participant deferral / active EE | $2,990 | $4,383-31.8% | $3,706-19.3% | $5,439-45.0% |
| Admin fee / account holder | $6,941 | $8,563-18.9% | $5,608+23.8% | $10,885-36.2% |