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 | $159,060 | $162,781-2.3% | $133,956+18.7% | $158,922+0.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.06% | 41.94%-25.9pp | 45.09%-29.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $4,355 | $4,975-12.5% | $3,919+11.1% | $4,761-8.5% |
| Participant deferral / active EE | $5,180 | $5,911-12.4% | $5,048+2.6% | $5,982-13.4% |
| Admin fee / account holder | $1,087 | $11,736-90.7% | $8,927-87.8% | $11,246-90.3% |