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 | $102,295 | $163,101-37.3% | $136,749-25.2% | $142,382-28.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.96% | 27.54%-15.6pp | 24.33%-12.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,726 | $4,117-33.8% | $3,400-19.8% | $4,299-36.6% |
| Participant deferral / active EE | $5,851 | $5,585+4.8% | $4,692+24.7% | $6,507-10.1% |
| Admin fee / account holder | $979 | $14,318-93.2% | $11,386-91.4% | $12,624-92.2% |