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 | $108,847 | $104,664+4.0% | $85,682+27.0% | $167,490-35.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.32% | 21.45%-5.1pp | 21.49%-5.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,286 | $3,337-31.5% | $2,618-12.7% | $4,837-52.7% |
| Participant deferral / active EE | $4,449 | $4,824-7.8% | $3,923+13.4% | $6,341-29.8% |
| Admin fee / account holder | $2,350 | $10,032-76.6% | $6,873-65.8% | $12,309-80.9% |