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 | $121,782 | $117,983+3.2% | $101,794+19.6% | $142,382-14.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.83% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,702 | $2,773-38.6% | $2,289-25.6% | $4,299-60.4% |
| Participant deferral / active EE | $3,238 | $4,714-31.3% | $4,084-20.7% | $6,507-50.2% |
| Admin fee / account holder | $699 | $10,433-93.3% | $8,777-92.0% | $12,624-94.5% |