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 | $145,788 | $106,584+36.8% | $101,326+43.9% | $142,382+2.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.86% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,791 | $3,956-29.4% | $3,665-23.8% | $4,299-35.1% |
| Participant deferral / active EE | $10,112 | $8,297+21.9% | $7,994+26.5% | $6,507+55.4% |
| Admin fee / account holder | $1,390 | $11,446-87.9% | $11,185-87.6% | $12,624-89.0% |