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 | $173,028 | $232,540-25.6% | $185,117-6.5% | $147,584+17.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.38% | 43.03%-32.7pp | 40.50%-30.1pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,360 | $5,195-54.6% | $4,182-43.6% | $4,876-51.6% |
| Participant deferral / active EE | $8,847 | $5,834+51.7% | $5,045+75.4% | $5,439+62.7% |
| Admin fee / account holder | $1,901 | $10,275-81.5% | $8,159-76.7% | $10,885-82.5% |