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 | $106,583 | $99,032+7.6% | $80,019+33.2% | $135,375-21.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 9.60% | 15.39%-5.8pp | 11.22%-1.6pp | 519.73%-510.1pp |
| Employer contribution / active EE | $1,631 | $3,043-46.4% | $2,468-33.9% | $4,779-65.9% |
| Participant deferral / active EE | $2,463 | $4,282-42.5% | $3,686-33.2% | $5,609-56.1% |
| Admin fee / account holder | $4,727 | $10,436-54.7% | $6,521-27.5% | $10,827-56.3% |