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 | $145,002 | $172,111-15.8% | $150,298-3.5% | $137,256+5.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.31% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,222 | $4,636-73.6% | $4,154-70.6% | $4,156-70.6% |
| Participant deferral / active EE | $7,355 | $6,166+19.3% | $5,453+34.9% | $6,407+14.8% |
| Admin fee / account holder | $5,268 | $16,471-68.0% | $14,116-62.7% | $12,270-57.1% |