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 | $93,777 | $81,632+14.9% | $70,449+33.1% | $158,922-41.0% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 9.07% | 208.40%-199.3pp | 109.03%-100.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,170 | $3,217-1.5% | $2,737+15.8% | $4,761-33.4% |
| Participant deferral / active EE | $7,245 | $4,554+59.1% | $3,709+95.3% | $5,982+21.1% |
| Admin fee / account holder | $32,713 | $6,193+428.3% | $3,845+750.8% | $11,246+190.9% |