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 | $116,789 | $114,381+2.1% | $107,525+8.6% | $142,382-18.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.65% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $14,537 | $4,015+262.1% | $3,754+287.3% | $4,299+238.2% |
| Participant deferral / active EE | $5,033 | $5,564-9.5% | $5,116-1.6% | $6,507-22.7% |
| Admin fee / account holder | $7,446 | $9,860-24.5% | $8,919-16.5% | $12,624-41.0% |