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 | $181,678 | $162,781+11.6% | $133,956+35.6% | $158,922+14.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.34% | 41.94%-20.6pp | 45.09%-23.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,457 | $4,975-10.4% | $3,919+13.7% | $4,761-6.4% |
| Participant deferral / active EE | $4,834 | $5,911-18.2% | $5,048-4.2% | $5,982-19.2% |
| Admin fee / account holder | $805 | $11,736-93.1% | $8,927-91.0% | $11,246-92.8% |