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 | $130,928 | $152,587-14.2% | $125,175+4.6% | $152,861-14.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.40% | 54.84%-34.4pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,334 | $4,946-12.4% | $3,865+12.1% | $4,762-9.0% |
| Participant deferral / active EE | $3,823 | $5,868-34.9% | $4,937-22.6% | $5,850-34.7% |
| Admin fee / account holder | $2,142 | $13,434-84.1% | $9,702-77.9% | $11,596-81.5% |