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 | $111,760 | $117,841-5.2% | $102,423+9.1% | $145,922-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,364 | $3,615-6.9% | $3,023+11.3% | $4,660-27.8% |
| Participant deferral / active EE | $6,330 | $5,731+10.5% | $5,053+25.3% | $6,688-5.4% |
| Admin fee / account holder | $4,864 | $13,326-63.5% | $9,451-48.5% | $13,397-63.7% |