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 | $95,076 | $99,652-4.6% | $78,778+20.7% | $147,584-35.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.26% | 47.28%-32.0pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,965 | $2,796-29.7% | $1,986-1.1% | $4,876-59.7% |
| Participant deferral / active EE | $4,235 | $3,664+15.6% | $2,958+43.2% | $5,439-22.1% |
| Admin fee / account holder | $25,596 | $7,155+257.7% | $5,134+398.6% | $10,885+135.1% |