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 | $140,399 | $159,602-12.0% | $150,045-6.4% | $142,382-1.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.06% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,719 | $4,961-45.2% | $4,693-42.1% | $4,299-36.7% |
| Participant deferral / active EE | $7,150 | $8,310-14.0% | $7,997-10.6% | $6,507+9.9% |
| Admin fee / account holder | $632 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |