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 | $103,025 | $185,822-44.6% | $169,993-39.4% | $139,434-26.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.95% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,414 | $7,590-68.2% | $6,785-64.4% | $4,751-49.2% |
| Participant deferral / active EE | $5,370 | $11,622-53.8% | $10,408-48.4% | $6,710-20.0% |
| Admin fee / account holder | $13,102 | $15,381-14.8% | $12,815+2.2% | $11,403+14.9% |