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 | $90,276 | $197,591-54.3% | $177,821-49.2% | $158,922-43.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.03% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,197 | $6,697-52.3% | $5,918-46.0% | $4,761-32.8% |
| Participant deferral / active EE | $6,526 | $8,405-22.4% | $7,714-15.4% | $5,982+9.1% |
| Admin fee / account holder | $7,215 | $15,399-53.1% | $12,427-41.9% | $11,246-35.8% |