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 | $85,049 | $87,166-2.4% | $76,735+10.8% | $137,256-38.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.79% | 26.50%-10.7pp | 29.77%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,469 | $2,904+19.4% | $2,454+41.3% | $4,156-16.5% |
| Participant deferral / active EE | $8,393 | $4,726+77.6% | $4,088+105.3% | $6,407+31.0% |
| Admin fee / account holder | $314 | $8,403-96.3% | $7,189-95.6% | $12,270-97.4% |