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 | $127,415 | $117,983+8.0% | $101,794+25.2% | $142,382-10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.59% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,450 | $2,773+60.5% | $2,289+94.4% | $4,299+3.5% |
| Participant deferral / active EE | $4,739 | $4,714+0.5% | $4,084+16.0% | $6,507-27.2% |
| Admin fee / account holder | $4,219 | $10,433-59.6% | $8,777-51.9% | $12,624-66.6% |