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 | $127,066 | $117,983+7.7% | $101,794+24.8% | $142,382-10.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.81% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,619 | $2,773-5.6% | $2,289+14.4% | $4,299-39.1% |
| Participant deferral / active EE | $3,938 | $4,714-16.5% | $4,084-3.6% | $6,507-39.5% |
| Admin fee / account holder | $946 | $10,433-90.9% | $8,777-89.2% | $12,624-92.5% |