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 | $139,355 | $152,587-8.7% | $125,175+11.3% | $152,861-8.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.35% | 54.84%-30.5pp | 43.79%-19.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $7,070 | $4,946+42.9% | $3,865+82.9% | $4,762+48.5% |
| Participant deferral / active EE | $4,654 | $5,868-20.7% | $4,937-5.7% | $5,850-20.5% |
| Admin fee / account holder | $6,462 | $13,434-51.9% | $9,702-33.4% | $11,596-44.3% |