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 | $122,148 | $118,450+3.1% | $98,439+24.1% | $139,434-12.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 18.94%-6.1pp | 21.16%-8.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,490 | $3,609-58.7% | $3,048-51.1% | $4,751-68.6% |
| Participant deferral / active EE | $7,289 | $5,392+35.2% | $4,738+53.8% | $6,710+8.6% |
| Admin fee / account holder | $941 | $14,026-93.3% | $8,948-89.5% | $11,403-91.7% |