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 | $123,167 | $171,164-28.0% | $127,761-3.6% | $152,861-19.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 21.54% | 23.54%-2.0pp | 26.14%-4.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,284 | $5,447-58.1% | $4,574-50.1% | $4,762-52.0% |
| Participant deferral / active EE | $13,227 | $7,038+87.9% | $6,021+119.7% | $5,850+126.1% |
| Admin fee / account holder | $892 | $14,530-93.9% | $9,395-90.5% | $11,596-92.3% |