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 | $213,898 | $157,256+36.0% | $141,162+51.5% | $152,861+39.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.07% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,788 | $5,261-47.0% | $4,735-41.1% | $4,762-41.5% |
| Participant deferral / active EE | $6,878 | $7,109-3.2% | $6,709+2.5% | $5,850+17.6% |
| Admin fee / account holder | $579 | $12,120-95.2% | $10,261-94.4% | $11,596-95.0% |