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 | $106,142 | $201,272-47.3% | $184,203-42.4% | $145,922-27.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.16% | 29.00%-9.8pp | 28.81%-9.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $4,810 | $7,022-31.5% | $6,427-25.2% | $4,660+3.2% |
| Participant deferral / active EE | $4,337 | $9,806-55.8% | $9,131-52.5% | $6,688-35.1% |
| Admin fee / account holder | $1,242 | $16,364-92.4% | $13,901-91.1% | $13,397-90.7% |