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 | $130,214 | $149,679-13.0% | $117,039+11.3% | $147,584-11.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.19% | 19.31%-7.1pp | 18.95%-6.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,882 | $4,937-41.6% | $3,785-23.8% | $4,876-40.9% |
| Participant deferral / active EE | $7,772 | $4,912+58.2% | $3,929+97.8% | $5,439+42.9% |
| Admin fee / account holder | $1,361 | $7,856-82.7% | $5,974-77.2% | $10,885-87.5% |