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 | $104,437 | $217,402-52.0% | $185,823-43.8% | $167,490-37.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.78% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,462 | $5,873-75.1% | $5,167-71.7% | $4,837-69.8% |
| Participant deferral / active EE | $3,044 | $6,356-52.1% | $5,568-45.3% | $6,341-52.0% |
| Admin fee / account holder | $234,398 | $19,811+1083.2% | $16,237+1343.6% | $12,309+1804.3% |