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 | $107,292 | $117,841-9.0% | $102,423+4.8% | $145,922-26.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.47% | 31.65%-20.2pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,051 | $3,615+12.1% | $3,023+34.0% | $4,660-13.1% |
| Participant deferral / active EE | $8,873 | $5,731+54.8% | $5,053+75.6% | $6,688+32.7% |
| Admin fee / account holder | $1,315 | $13,326-90.1% | $9,451-86.1% | $13,397-90.2% |