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 | $82,915 | $86,929-4.6% | $102,423-19.0% | $80,856+2.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.12% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,267 | $2,369+37.9% | $3,023+8.1% | $2,755+18.6% |
| Participant deferral / active EE | $4,489 | $4,118+9.0% | $5,053-11.2% | $4,296+4.5% |
| Admin fee / account holder | $22,287 | $8,049+176.9% | $9,451+135.8% | $6,918+222.2% |