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 | $138,211 | $172,111-19.7% | $150,298-8.0% | $137,256+0.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.70% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,814 | $4,636-60.9% | $4,154-56.3% | $4,156-56.3% |
| Participant deferral / active EE | $6,080 | $6,166-1.4% | $5,453+11.5% | $6,407-5.1% |
| Admin fee / account holder | $1,257 | $16,471-92.4% | $14,116-91.1% | $12,270-89.8% |