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 | $149,569 | $176,812-15.4% | $146,665+2.0% | $167,490-10.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.84% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $4,724 | $5,160-8.5% | $4,136+14.2% | $4,837-2.4% |
| Participant deferral / active EE | $9,761 | $6,440+51.6% | $5,506+77.3% | $6,341+53.9% |
| Admin fee / account holder | $3,822 | $13,259-71.2% | $10,280-62.8% | $12,309-68.9% |