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 | $121,648 | $115,882+5.0% | $100,516+21.0% | $158,922-23.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.99% | 34.79%-12.8pp | 30.89%-8.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,657 | $4,103-35.2% | $3,418-22.3% | $4,761-44.2% |
| Participant deferral / active EE | $7,644 | $6,674+14.5% | $6,270+21.9% | $5,982+27.8% |
| Admin fee / account holder | $684 | $10,995-93.8% | $8,081-91.5% | $11,246-93.9% |