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 | $73,117 | $81,632-10.4% | $70,449+3.8% | $158,922-54.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.91% | 208.40%-203.5pp | 109.03%-104.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $6,579 | $3,217+104.5% | $2,737+140.4% | $4,761+38.2% |
| Participant deferral / active EE | $2,916 | $4,554-36.0% | $3,709-21.4% | $5,982-51.3% |
| Admin fee / account holder | $5,503 | $6,193-11.1% | $3,845+43.1% | $11,246-51.1% |