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 | $155,930 | $161,352-3.4% | $134,172+16.2% | $137,256+13.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 26.87% | 28.72%-1.8pp | 25.30%+1.6pp | 220.34%-193.5pp |
| Employer contribution / active EE | $4,482 | $4,099+9.4% | $3,420+31.1% | $4,156+7.9% |
| Participant deferral / active EE | $7,216 | $5,552+30.0% | $4,690+53.8% | $6,407+12.6% |
| Admin fee / account holder | $381 | $15,028-97.5% | $12,016-96.8% | $12,270-96.9% |