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 | $105,499 | $125,758-16.1% | $169,993-37.9% | $75,163+40.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.33% | 27.20%-7.9pp | 53.37%-34.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $6,402 | $4,615+38.7% | $6,785-5.7% | $2,670+139.8% |
| Participant deferral / active EE | $4,386 | $6,837-35.9% | $10,408-57.9% | $4,125+6.3% |
| Admin fee / account holder | $3,596 | $8,173-56.0% | $12,815-71.9% | $5,651-36.4% |