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 | $146,929 | $214,378-31.5% | $200,582-26.7% | $142,382+3.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.59% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,558 | $6,841-48.0% | $6,419-44.6% | $4,299-17.2% |
| Participant deferral / active EE | $9,117 | $9,865-7.6% | $9,331-2.3% | $6,507+40.1% |
| Admin fee / account holder | $45,254 | $17,692+155.8% | $16,305+177.6% | $12,624+258.5% |