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 | $111,744 | $118,450-5.7% | $98,439+13.5% | $139,434-19.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.73% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,512 | $3,609+52.7% | $3,048+80.8% | $4,751+16.0% |
| Participant deferral / active EE | $2,412 | $5,392-55.3% | $4,738-49.1% | $6,710-64.1% |
| Admin fee / account holder | $30,184 | $14,026+115.2% | $8,948+237.3% | $11,403+164.7% |