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 | $108,250 | $107,334+0.9% | $92,893+16.5% | $152,861-29.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.30% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $6,001 | $4,221+42.2% | $3,653+64.3% | $4,762+26.0% |
| Participant deferral / active EE | $3,122 | $4,845-35.6% | $4,236-26.3% | $5,850-46.6% |
| Admin fee / account holder | $4,722 | $7,079-33.3% | $5,794-18.5% | $11,596-59.3% |