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 | $199,647 | $127,386+56.7% | $115,037+73.6% | $125,391+59.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.78% | 31.28%-26.5pp | 26.14%-21.4pp | 282.22%-277.4pp |
| Employer contribution / active EE | $4,858 | $5,166-6.0% | $4,608+5.4% | $4,866-0.2% |
| Participant deferral / active EE | $3,511 | $6,423-45.3% | $6,026-41.7% | $5,352-34.4% |
| Admin fee / account holder | $6,690 | $9,516-29.7% | $8,175-18.2% | $9,540-29.9% |