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 | $94,962 | $96,484-1.6% | $75,886+25.1% | $152,861-37.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 26.24% | 33.98%-7.7pp | 30.76%-4.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,089 | $3,309+23.6% | $2,500+63.5% | $4,762-14.1% |
| Participant deferral / active EE | $6,536 | $4,553+43.6% | $3,603+81.4% | $5,850+11.7% |
| Admin fee / account holder | $9,071 | $8,078+12.3% | $5,418+67.4% | $11,596-21.8% |