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 | $126,864 | $124,281+2.1% | $109,143+16.2% | $167,490-24.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.19% | 26.04%-9.8pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $8,293 | $4,207+97.1% | $3,722+122.8% | $4,837+71.4% |
| Participant deferral / active EE | $5,450 | $5,255+3.7% | $4,653+17.1% | $6,341-14.1% |
| Admin fee / account holder | $2,343 | $7,970-70.6% | $6,752-65.3% | $12,309-81.0% |