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 7-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 | $131,024 | $115,770+13.2% | $101,248+29.4% | $158,922-17.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.56% | 56.14%-47.6pp | 46.47%-37.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $2,483 | $4,175-40.5% | $3,660-32.1% | $4,761-47.8% |
| Participant deferral / active EE | $9,627 | $4,957+94.2% | $4,370+120.3% | $5,982+60.9% |
| Admin fee / account holder | $874 | $7,245-87.9% | $5,945-85.3% | $11,246-92.2% |