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 | $98,919 | $104,974-5.8% | $95,585+3.5% | $142,382-30.5% |
| Participation rate | 94.7% | 75.0%+19.8pp | 72.1%+22.7pp | 80.1%+14.6pp |
| Annual return | 10.71% | 210.33%-199.6pp | 38.56%-27.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,275 | $2,779+17.9% | $2,527+29.6% | $4,299-23.8% |
| Participant deferral / active EE | $5,092 | $4,352+17.0% | $4,023+26.6% | $6,507-21.7% |
| Admin fee / account holder | $3,495 | $6,386-45.3% | $6,127-43.0% | $12,624-72.3% |