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 | $110,771 | $111,724-0.9% | $93,606+18.3% | $145,922-24.1% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 12.37% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,544 | $3,090-17.7% | $2,420+5.1% | $4,660-45.4% |
| Participant deferral / active EE | $7,038 | $4,912+43.3% | $4,411+59.5% | $6,688+5.2% |
| Admin fee / account holder | $18,036 | $10,250+76.0% | $8,285+117.7% | $13,397+34.6% |