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 | $108,500 | $81,208+33.6% | $98,907+9.7% | $79,858+35.9% |
| Participation rate | 72.8% | 72.5%+0.3pp | 76.0%-3.2pp | 69.6%+3.2pp |
| Annual return | 10.37% | 60.99%-50.6pp | 196.43%-186.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,936 | $1,960-1.2% | $2,689-28.0% | $2,471-21.6% |
| Participant deferral / active EE | $3,795 | $3,265+16.2% | $4,244-10.6% | $3,740+1.5% |
| Admin fee / account holder | $41,075 | $6,013+583.1% | $6,642+518.5% | $5,306+674.1% |