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 | $98,035 | $104,974-6.6% | $95,585+2.6% | $142,382-31.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.03% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,170 | $2,779+122.1% | $2,527+144.2% | $4,299+43.5% |
| Participant deferral / active EE | $5,748 | $4,352+32.1% | $4,023+42.9% | $6,507-11.7% |
| Admin fee / account holder | $482 | $6,386-92.5% | $6,127-92.1% | $12,624-96.2% |