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 | $127,887 | $157,256-18.7% | $141,162-9.4% | $152,861-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.88% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,215 | $5,261-19.9% | $4,735-11.0% | $4,762-11.5% |
| Participant deferral / active EE | $6,638 | $7,109-6.6% | $6,709-1.1% | $5,850+13.5% |
| Admin fee / account holder | $399 | $12,120-96.7% | $10,261-96.1% | $11,596-96.6% |