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 | $143,014 | $180,028-20.6% | $138,135+3.5% | $158,922-10.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.47% | 21.68%-9.2pp | 20.51%-8.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,261 | $7,470-69.7% | $5,587-59.5% | $4,761-52.5% |
| Participant deferral / active EE | $6,512 | $7,717-15.6% | $6,431+1.3% | $5,982+8.9% |
| Admin fee / account holder | $11,525 | $17,912-35.7% | $11,856-2.8% | $11,246+2.5% |