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 | $96,982 | $116,175-16.5% | $93,606+3.6% | $152,861-36.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.97% | 35.96%-10.0pp | 32.76%-6.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,285 | $3,218+33.1% | $2,718+57.6% | $4,762-10.0% |
| Participant deferral / active EE | $4,457 | $4,603-3.2% | $4,069+9.5% | $5,850-23.8% |
| Admin fee / account holder | $8,490 | $10,748-21.0% | $7,888+7.6% | $11,596-26.8% |