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 | $119,732 | $197,591-39.4% | $177,821-32.7% | $158,922-24.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.37% | 58.76%-28.4pp | 48.32%-17.9pp | 302.83%-272.5pp |
| Employer contribution / active EE | $6,365 | $6,697-5.0% | $5,918+7.5% | $4,761+33.7% |
| Participant deferral / active EE | $7,543 | $8,405-10.3% | $7,714-2.2% | $5,982+26.1% |
| Admin fee / account holder | $7,522 | $15,399-51.2% | $12,427-39.5% | $11,246-33.1% |