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 | $100,297 | $104,251-3.8% | $91,001+10.2% | $147,584-32.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.51% | 27.06%-11.6pp | 4.60%+10.9pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,029 | $3,116-67.0% | $2,456-58.1% | $4,876-78.9% |
| Participant deferral / active EE | $5,635 | $4,195+34.3% | $3,547+58.8% | $5,439+3.6% |
| Admin fee / account holder | $305 | $8,948-96.6% | $5,417-94.4% | $10,885-97.2% |