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 | $102,928 | $162,781-36.8% | $133,956-23.2% | $158,922-35.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.78% | 41.94%-13.2pp | 45.09%-16.3pp | 302.83%-274.0pp |
| Employer contribution / active EE | $6,213 | $4,975+24.9% | $3,919+58.6% | $4,761+30.5% |
| Participant deferral / active EE | $4,761 | $5,911-19.5% | $5,048-5.7% | $5,982-20.4% |
| Admin fee / account holder | $331 | $11,736-97.2% | $8,927-96.3% | $11,246-97.1% |