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 | $106,125 | $100,004+6.1% | $81,438+30.3% | $145,959-27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 34.34%-21.2pp | 24.74%-11.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,995 | $2,970+0.9% | $2,460+21.7% | $4,661-35.7% |
| Participant deferral / active EE | $6,724 | $4,603+46.1% | $3,883+73.2% | $6,689+0.5% |
| Admin fee / account holder | $1,085 | $8,202-86.8% | $5,764-81.2% | $13,398-91.9% |