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 | $140,793 | $162,781-13.5% | $133,956+5.1% | $158,922-11.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.02% | 41.94%-29.9pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,534 | $4,975-49.1% | $3,919-35.3% | $4,761-46.8% |
| Participant deferral / active EE | $5,241 | $5,911-11.3% | $5,048+3.8% | $5,982-12.4% |
| Admin fee / account holder | $603 | $11,736-94.9% | $8,927-93.2% | $11,246-94.6% |