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 | $99,000 | $162,781-39.2% | $133,956-26.1% | $158,922-37.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 10.62% | 41.94%-31.3pp | 45.09%-34.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $13,390 | $4,975+169.1% | $3,919+241.7% | $4,761+181.2% |
| Participant deferral / active EE | $6,092 | $5,911+3.1% | $5,048+20.7% | $5,982+1.8% |
| Admin fee / account holder | $18,787 | $11,736+60.1% | $8,927+110.4% | $11,246+67.1% |