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 | $101,876 | $98,750+3.2% | $149,696-31.9% | $79,858+27.6% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.5%-0.1pp | 69.6%+12.7pp |
| Annual return | 17.10% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,029 | $3,216-5.8% | $4,644-34.8% | $2,471+22.6% |
| Participant deferral / active EE | $5,104 | $5,680-10.1% | $6,842-25.4% | $3,740+36.5% |
| Admin fee / account holder | $543 | $6,053-91.0% | $9,309-94.2% | $5,306-89.8% |