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 5-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 | $111,243 | $112,729-1.3% | $98,716+12.7% | $137,256-19.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.40% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,456 | $2,725+26.8% | $2,279+51.7% | $4,156-16.8% |
| Participant deferral / active EE | $7,723 | $4,640+66.4% | $4,048+90.8% | $6,407+20.6% |
| Admin fee / account holder | $8,201 | $10,129-19.0% | $8,703-5.8% | $12,270-33.2% |